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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-13 |
Branch Locations
8017 Citrus Park Dr, Tampa, FL 33625 • United States
3234 S Miller Rd, Valrico, FL 33596 • United States
8201 West Waters Ave, Tampa, FL 33615 • United States
3300 N Armenia Ave, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America N.A. | Tampa | FL | 07/2016 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Tampa | FL | 07/2016 | 01/2024 |
| Lpl Financial Llc | Tampa | FL | 02/2024 | Present |
| Suncoast Credit Union | Tampa | FL | 02/2024 | Present |
1) 02/15/2024 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 02/15/2024 - Figueroa Toro Property Management, LLC - Real Estate Rental - Co-owner - FL 33596 - Investment related - 1 Hour per month - Start date: 01/20/2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-07 |
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