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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 05/2019 | 12/2019 |
| University Of Central Florida | Orlando | FL | 08/2015 | 05/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2020 | Present |
| Suncoast Credit Union | Tampa | FL | 08/2020 | Present |
| Trinity Wealth Securities, L.L.C. | Orlando | FL | 05/2019 | 12/2019 |
| Unemployed | Tampa | FL | 12/2019 | 08/2020 |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1) 05-18-2022-Suncoast Credit Union- Investment Related- 4014 Gunn Highway Ste 140, Tampa, FL 33618- Financial Institution Duty-Assistant- START DATE: 08/24/2020-Time Spent Percent: 100% 2) 05-18-2022- Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-06 |
| S65 | Uniform Investment Adviser Law Examination | 2019-08-06 |
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