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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-29 |
| FL | RA | APPROVED | 2022-12-21 |
Branch Locations
2315 Vanderbilt Beach Road Ste 304, Naples, FL 34109 • United States
23050 Via Villagio Ste 111, Estero, FL 33928 • United States
6404 Lake Worth Rd, Lake Worth, FL 33463 • United States
6528 Hypoluxo Rd, Lake Worth, FL 33467 • United States
20423 State Road 7, Ste F-20, Boca Raton, FL 33498 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | Boca Raton | FL | 09/2018 | 12/2022 |
| Td Bank | West Palm Beach | FL | 07/2017 | 08/2018 |
| University Of Florida | Gainesville | FL | 08/2013 | 08/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2018 | 12/2022 |
| Lpl Financial Llc | Boca Raton | FL | 12/2022 | Present |
| Flagstar Bank N.A. | Boca Raton | FL | 12/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2018 | Present |
1. 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024 2. 03/04/2024 - User Interviews/Respondent - Other - Feedback Provider - Study Participant - Not Investment Related - Home Based - Start Date 09/01/2023 - 16 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-21 |
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