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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-05 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Tysons Corner | VA | 06/2021 | 11/2021 |
| King High School | Tampa | FL | 08/2013 | 05/2017 |
| University Of Miami | Tampa | FL | 08/2017 | 05/2021 |
| Circles Waterfront Restaurant | Apollo Beach | FL | 06/2019 | 08/2019 |
| Lpl Enterprise Llc | Tampa | FL | 05/2025 | Present |
| Citi Bank | Tampa | FL | 11/2021 | 05/2025 |
1. 05/23/2025 - 4Good Consulting LLC - Business Owner - NOT INV REL - Tampa, FL - Start Date 04/01/2025 - 50 HRS/MO 2. 05/23/2025- Christian Williams-Financial Professional-Non-Variable Insurance/Insurance Agency-Inv related-At Tampa, FL-Start date 05/21/2025-160hrs/mth-160hrs/mth during trading 3. 05/23/2025-Prudential Advisors-Financial Professional-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/21/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-16 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-07 |
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