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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-13 |
| FL | RA | APPROVED | 2024-03-05 |
Branch Locations
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL 33021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syracuse University | Syracuse | NY | 08/2016 | 05/2018 |
| Kaufman Organization | New York | NY | 06/2018 | 07/2018 |
| Syracuse University | Syracuse | FL | 08/2018 | 04/2019 |
| Eventbank | Hong Kong | 05/2019 | 06/2019 | |
| Related Group | Miami | FL | 07/2019 | 08/2019 |
| Syracuse University | Syracuse | NY | 09/2019 | 05/2020 |
| Unemployed | Hollywood | FL | 06/2020 | 10/2020 |
| Lpl Financial Llc | Hollywood | FL | 12/2020 | Present |
1) 2021-08-19 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - FDR Financial Group, INC - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2021-08-17 - hrs/mth - hrs/mth during trading 2) 2021-08-19 - FDR Financial Group - Non-Variable Insurance - Y - at reported business location(s) - 2021-08-17 - 20hrs/mth - 1hrs/mth during trading 3) 2023-04-14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - FDR Group, Inc. - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-04-04 - 40hrs/mth - 40hrs/mth during trading 4) 2023-04-14 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - Financial Design Resource Group - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-04-04 - 40hrs/mth - 40hrs/mth during trading 5) 2026-05-14 - New Era Coconuts, LLC - Other - Reps Business - N - at reported business location(s) - 2025-11-10 - 40hrs/mth - 0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-02 |
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