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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 11/2020 | 06/2022 |
| Buffalo Wild Wings | Bridgewater | NJ | 12/2016 | 01/2017 |
| Buffalo Wild Wings | Bridgewater | NJ | 05/2017 | 08/2017 |
| Sopko's Moving Company | Manville | NJ | 05/2017 | 08/2017 |
| Prime Craft Flooring | Bradenton | FL | 05/2018 | 08/2018 |
| 4 Rivers Restaurant Group- 4 Rivers Smokehouse | Tampa | FL | 01/2019 | 04/2019 |
| Napa Auto Parts- Genuine Part Company | South Plainfield | NJ | 05/2019 | 08/2019 |
| The University Of Tampa | Tampa, Fl | FL | 08/2017 | 08/2020 |
| Rowan University | Glassboro | NJ | 08/2015 | 05/2017 |
| Unemployed | Middlesex | NJ | 08/2016 | 12/2016 |
| Unemployed | Middlesex | NJ | 01/2017 | 05/2017 |
| Unemployed | Tampa | FL | 08/2017 | 05/2018 |
| Unemployed | Tampa | FL | 08/2018 | 01/2019 |
| Unemployed | Tampa, Fl | FL | 08/2019 | 11/2020 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 11/2020 | 06/2022 |
| Harrelson Holdings Inc | Fort Myers | FL | 06/2022 | 01/2023 |
| Securian Financial Services | Saint Paul | MN | 06/2022 | 01/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 06/2022 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Tampa | FL | 05/2023 | 04/2025 |
| Unemployed | Tampa | FL | 02/2023 | 05/2023 |
| Bt Wealth Advisors Dba For Lpl Financial | Tampa | FL | 04/2025 | Present |
1 - 04/2025 - BT Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-12 |
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