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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-08-11 |
| FL | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | St. Augustine | FL | 09/2024 | 12/2024 |
| Massmutual Life Insurance Company | St. Augustine | FL | 12/2022 | 12/2024 |
| U.S. Health Advisors | Orlando | FL | 06/2022 | 12/2022 |
| Eastern Florida State | Cocoa | FL | 05/2020 | 05/2023 |
| Palamerican Security | Rockledge | FL | 01/2019 | 03/2020 |
| Innovative Recon Solutions | Sanford | FL | 07/2017 | 04/2018 |
| U.S. Army | Casselberry | FL | 06/2017 | 07/2017 |
| U.S. Army | Washington | FL | 08/2011 | 06/2017 |
| Unemployed | Titusville | FL | 11/2018 | 01/2019 |
| United States Army | Grafenwhoer | 08/2011 | 06/2017 | |
| Veterans Affairs | Sanford | FL | 04/2018 | 11/2018 |
| Seminole State/Eastern Florida State | Sanford/Cocoa | FL | 08/2017 | 05/2019 |
| Coastal Wealth | Ft. Lauderdale | FL | 12/2022 | 12/2024 |
| Eastern Florida State | Cocoa | FL | 08/2019 | 05/2023 |
| Thrivent Investment Management Inc. | Minneapolis | MN | 12/2024 | 04/2026 |
| Thrivent Financial | Appleton | WI | 01/2025 | 04/2026 |
| Lpl Financial Llc | Titusville | FL | 05/2026 | Present |
| Trustage Credit Union | Titusville | FL | 05/2026 | Present |
1. 05/01/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruStage Wealth Management Consulting Services - Inv Rel - At Reported Business Location (s) - Start Date 04/2026 2. 05/14/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name MEMBERs Financial Services - Investment Related - At Reported Business Location(s) - Start Date 05/01/2026 - 160 hours per month/ 130 hours during trading 3. 07/02/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Revity Investment & Retirement Services - Investment Related - At Reported Business Location(s) - Start Date 06/15/2026 - 160 hours per month/ 130 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
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