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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment And Insurance Planning Services, Llc | Oviedo | FL | 08/2021 | 10/2022 |
| Bristol West Insurance Company | Lake Mary | FL | 01/2021 | 07/2021 |
| Daruma | Fort Myers | FL | 12/2020 | 12/2020 |
| Unemployed | Fort Myers | FL | 05/2020 | 12/2020 |
| Estate & Business Planning Group | Altamonte Springs | FL | 01/2020 | 04/2020 |
| University Of Central Florida | Orando | FL | 08/2015 | 05/2020 |
| Macy's | Orlando | FL | 11/2017 | 09/2018 |
| Dominos Pizza | Orlando | FL | 11/2016 | 06/2017 |
| Lpl Financial | Oviedo | FL | 07/2021 | Present |
1-07/2021 / Non-Variable Insurance / INVESTMENT RELATED / Oviedo, FL 2- 07/2021 / Investment & Insurance Planning Services. LLC / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / Oviedo, FL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-17 |
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