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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-01-24 |
Branch Locations
6150 Diamond Centre Ct # 603, Fort Myers, FL 33912-7147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ft Myers | FL | 12/2013 | Present |
1. 01/21/2014-TITAN FINANCIAL/DBA ONLY/100%/FT MYERS,FL 2. 01/21/2014-TITAN TAX SERVICES/TAX PREP / ACCOUNTING / BOOKKEEPING/TAX PREP ONLY/ACRES,FL 3.01/21/2014-INDIVIDUAL AND GROUP FIXED LIFE INSURANCE AND HEALTH/NON-VARIABLE INSURANCE/FT MYERS,FL 4. 03/01/2016 * Real Estate Rental * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 03/01/2016 * 1 HR/MO NOT DURING SECS TRDG HRS. 5. 01/17/2024 - Advisors Excel - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/19/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-09 |
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