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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-23
  • FL RA
    APPROVED
    Since 2024-04-23

Branch Locations

1401 South Florida Avenue, Lakeland, FL 33803 • 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
Barnes & Noble Orlando FL 08/2017 11/2020
Publix Lakeland FL 07/2017 03/2018
University Of Central Florida Orlando FL 08/2016 08/2020
Thrivent Investment Management Inc Heathrow FL 09/2020 05/2021
Fidelity Investments Lakeland FL 05/2021 04/2024
Lpl Financial Llc Lakeland FL 04/2024 Present
Allen And Company Lakeland FL 04/2024 Present
  • 08/2017 → 11/2020
    Barnes & Noble
    Orlando, FL
  • 07/2017 → 03/2018
    Publix
    Lakeland, FL
  • 08/2016 → 08/2020
    University Of Central Florida
    Orlando, FL
  • 09/2020 → 05/2021
    Heathrow, FL
  • 05/2021 → 04/2024
    Fidelity Investments
    Lakeland, FL
  • 04/2024 → Present
    Lakeland, FL
  • 04/2024 → Present
    Allen And Company
    Lakeland, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-23
  • S66 Uniform Combined State Law Examination
    2020-12-23

View on SEC IAPD

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