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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-10 |
| FL | RA | APPROVED | 2022-11-01 |
Branch Locations
4176 Mariner Blvd, Spring Hill, FL 34609 • United States
11370 State Rd 54, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services | Waverly | IA | 08/2018 | Present |
| Suncoast Credit Union | Tampa | FL | 01/2016 | Present |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services-Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 2)05/18/2022 - No Business Name -Investment Related - Home Based - Real Estate Rental - owner - Start Date - 01/20/2020
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-30 |
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