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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-02-20
  • FL RA
    APPROVED
    Since 2023-02-20

Branch Locations

910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States

Tavares, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/2021 → Present
    Fross And Fross Wealth Management
    The Villages, FL
  • 05/2021 → 12/2021
    Universal Creative
    Orlando, FL
  • 06/2020 → 12/2020
    Fross And Fross Wealth Management
    The Villages, FL
  • 06/2019 → 12/2021
    University Of Florida
    Gainesville, FL
  • 05/2015 → 08/2022
    Fbc Leesburg
    Leesburg, FL
  • 07/2015 → 05/2019
    The Villages High School
    The Villages, FL
  • 12/2021 → Present
    The Villages, FL
Other Businesses

1)08/18/2022 - Fross and Fross - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-02-17

View on SEC IAPD

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