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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-03 |
Branch Locations
565 Pine Island Rd, North Fort Myers, FL 33903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Cape Coral | FL | 05/2026 | Present |
| Lpl Financial Llc | Cape Coral | FL | 06/2026 | Present |
| Wells Fargo Bank Na | Castro Valley | CA | 01/2010 | 04/2019 |
| Wells Fargo Clearing Services Llc | Walnut Creek | CA | 01/2011 | 01/2023 |
| Cal State East Bay | Hayward | CA | 09/2015 | 08/2018 |
| Morgan Stanley | Napa | CA | 12/2023 | 03/2026 |
| Cal State East Bay | Hayward | CA | 08/2022 | 06/2025 |
1. 06/2026 - Jonathan & Vivian Cabrera - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Vallejo CA 94591 – OBA Start Date: 06/01/2026 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 06/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-19 |
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