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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-05-21 |
| FL | RA | APPROVED | 2022-01-19 |
Branch Locations
955 W Wade Hampton Blvd Ste 2A, Greer, SC 29650 • United States
1673 Mahan Center Blvd, Tallahassee, FL 32308 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Tallahassee | FL | 07/2021 | Present |
| University Of Kentucky | Lexington | KY | 08/2020 | 06/2021 |
| Unemployed | Lexington | KY | 12/2019 | 07/2020 |
| Mathieson, Moyski & Austin Llp | Wheaton | IL | 09/2019 | 11/2019 |
| Wisneski, Sears & Sleeper, Pa | Jupiter | FL | 01/2019 | 08/2019 |
| Perry & Group Cpa'S, Llc | West Palm Beach | FL | 01/2018 | 12/2018 |
| Ocean Edge Resort | Brewster | MA | 05/2017 | 09/2017 |
| Troon Golf | Palm Beach Gardens | FL | 10/2016 | 05/2017 |
| Wisneski, Sears & Sleeper, Pa | Jupiter | FL | 01/2015 | 10/2016 |
| Unemployed | Fort Lauderdale | FL | 10/2017 | 12/2017 |
| Waddell & Reed | Tallahassee | FL | 05/2021 | 07/2021 |
1)09/16/2021 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-15 |
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