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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States
Tavares, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fross And Fross Wealth Management | The Villages | FL | 12/2021 | Present |
| Universal Creative | Orlando | FL | 05/2021 | 12/2021 |
| Fross And Fross Wealth Management | The Villages | FL | 06/2020 | 12/2020 |
| University Of Florida | Gainesville | FL | 06/2019 | 12/2021 |
| Fbc Leesburg | Leesburg | FL | 05/2015 | 08/2022 |
| The Villages High School | The Villages | FL | 07/2015 | 05/2019 |
| Lpl Financial Llc | The Villages | FL | 12/2021 | Present |
1)08/18/2022 - Fross and Fross - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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