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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-15 |
Branch Locations
2000 Pga Blvd Ste 2104, North Palm Beach, FL 33408 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Palm Beach | FL | 03/2019 | 06/2020 |
| Td Bank | Royal Palm Beach | FL | 09/2015 | 02/2019 |
| Jpmorgan Chase Bank, N.A. | Palm Beach | FL | 03/2019 | 06/2020 |
| Td Bank N.A. | Boca Raton | FL | 06/2020 | 10/2024 |
| Td Private Client Wealth Llc | Boca Raton | FL | 07/2020 | 10/2024 |
| First Horizon Advisors, Llc | North Palm Beach | FL | 04/2025 | Present |
| Unemployed | West Palm Beach | FL | 10/2024 | 04/2025 |
| Lpl Financial Llc | North Palm Beach | FL | 08/2025 | Present |
1. 8/21/2025: First Horizon Advisors; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 7/28/2025; 160hrs/mo. during trading. 2. 8/21/2025: La Aires 3588 LLC; West Palm Beach, FL; Real Estate Rental; Inv. related; start date 6/19/2019; 1hrs/mo.; 0hrs during trading. 3. 8/21/2025: Cashpoint Access LLC; West Palm Beach, FL; Other-Business Owner; Not Inv. related; start date 10/24/2017; 1hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 2020-10-13 |
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