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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-03-03 |
| FL | RA | APPROVED | 2023-05-24 |
Branch Locations
913 1St Ave S Se, Steinhatchee, FL 32359 • United States
2000 S Byron Butler Pkwy, Perry, FL 32348 • United States
1814 W Tennessee St, Tallahassee, FL 32304 • United States
13621 U.S. 19, Thomasville, GA 31792 • United States
3208 Mahan Dr, Tallahassee, FL 32308 • United States
3398 Capital Cir Ne, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tallahassee | FL | 08/2020 | 02/2022 |
| Tyd Consulting Llc | Tallahassee | FL | 05/2020 | 08/2020 |
| Regions Bank | Tallahassee | FL | 09/2019 | 05/2020 |
| Synovus Bank | Tallahassee | FL | 11/2015 | 09/2019 |
| Mind Over Money Consulting Inc | Tallahassee | FL | 08/2011 | 09/2016 |
| Bank Of America, N.A. | Tallahassee | FL | 10/2020 | 05/2022 |
| Vacation Time | Tallahassee | FL | 05/2022 | 08/2022 |
| Lpl Financial Llc | Tallahassee | FL | 08/2022 | Present |
| Vystart Credit Union | Jacksonville | FL | 08/2022 | Present |
1)8/2022- Vystar Investment Services - DBA for LPL Business (entity for LPL business)- inv. related- at reported business loation(s) 2) 8/2022- Tara Davis / Notary- inv. related- Tallahassee, FL- start date 8/1/2022- 1hr/mth 3) 8/2022- TYD Consulting LLC- Financial Literacy Seminar- inv. related- Tallahassee, Fl- start date 5/6/200- 1hr/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-10 |
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