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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-11 |
| FL | RA | APPROVED | 2019-01-23 |
Branch Locations
910 Old Camp Rd Ste 90, The Villages, FL 32162 • United States
Ocala, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lakewood Recreation Department | Lakewood | CO | 08/2017 | 05/2018 |
| Sage Outdoor Adventures | Vail | CO | 05/2016 | 12/2017 |
| Colorado Christian University | Lakewood | CO | 08/2017 | 05/2018 |
| Western Governors University | Oxford | FL | 06/2018 | 05/2024 |
| Lpl Financial Llc | The Villages | FL | 05/2018 | 02/2023 |
| Lpl Financial Llc | The Villages | FL | 02/2023 | Present |
1) 08/07/2018 - FROSS AND FROSS WEALTH MANAGEMENT - inv rel - at reported business location(s) - DBA for LPL Business (entity for LPL business). 2) 05/23/2019 - No business name - Investment related - At reported business location(s) - Notary Public - start date:07/31/2018 - 1 hr/mo - 1 hr during trading 3) 07/28/2023 - Penn Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance- Independent Agent - Start Date 01/24/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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