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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-25 |
| FL | RA | APPROVED | 2021-04-02 |
Branch Locations
8830 S Tamiami Trl Ste 140, Sarasota, FL 34238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 12/2012 | 03/2021 |
| Lpl Financial, Llc | Sarasota | FL | 04/2021 | Present |
| Gulfside Bank | Sarasota | FL | 04/2021 | Present |
1. 5/24/2021 - Gulfside Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/20/2021 - 5 Hours Per Month/2 Hours During Securities Trading. 2. 6/2/2021 - Forthright Financial Planning, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/01/2021 - 200 Hours Per Month/8 Hours During Securities Trading. 3. 12/04/2024 - Siesta Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 40 hours per month/ 6 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-03-20 |
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