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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-09 |
| FL | RA | APPROVED | 2025-08-08 |
Branch Locations
900 Se Ocean Blvd, Ste 244, Stuart, FL 34994 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Trinity Wealth Securities L.L.C | Miami | FL | 05/2019 | 07/2025 |
| Florida Financial Advisors | Miami | FL | 04/2019 | 08/2025 |
| Bradford Catered Events | Knoxville | TN | 09/2016 | 06/2019 |
| University Of Tennessee | Knoxville | TN | 08/2016 | 05/2019 |
| Lpl Financial Llc | West Palm Beach | FL | 08/2025 | Present |
1 - 08/2025 - Florida Financial Services Initiative Wealth Planners - Non-Variable Insurance - Inv Related - 2 Hours/Month - 1 Hour During Trading - Stuart, FL - OBA Start Date: 05/18/2025. 2 - 08/2025 - Initiative Wealth Planners - DBA for LPL Business (entity for LPL business) - Inv Related - 6 Hours/Month - 5 Hours During Trading - At reported business location(s) - OBA Start Date: 08/04/2025 3 - 07/06/2026 - Initiative Wealth Planners LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 8 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-15 |
| S65 | Uniform Investment Adviser Law Examination | 2019-07-16 |
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