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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-26 |
Branch Locations
2367 East Gulf To Lake Highway, Inverness, FL 34453 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Weeki Wachee | FL | 02/2019 | 03/2022 |
| Regions Bank | Crystal River | FL | 12/2012 | 02/2019 |
| Bank Of America, N.A. | Weeki Wachee | FL | 04/2019 | 03/2022 |
| Fidelity Investments | Covington | KY | 03/2022 | 11/2024 |
| Suncoast Credit Union | Inverness | FL | 11/2024 | Present |
| Lpl Financial Llc | Inverness | FL | 11/2024 | Present |
1-11/2024 / Suncoast Investment Services / DBA for LPL Business (entity for LPL business) / INV RLTD 2- 11/2024 / Notary / INV RLTD / START 11/25/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-04 |
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