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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bt Wealth Advisors | Tampa | FL | 10/2024 | Present |
| The Bank Of Tampa | Tampa | FL | 06/2023 | Present |
| Pasadena Yacht & Country Club | St. Petersburg | FL | 05/2021 | 06/2023 |
| Southeastern University | Lakeland | FL | 08/2019 | 04/2023 |
| Dixie Hollins High School | St. Petersburg | FL | 08/2015 | 05/2019 |
| Lpl Financial Llc | Tampa | FL | 09/2024 | Present |
1) 02/2025 - Waves of Grace Apparel LLC / Owner / Business Owner / Non Inv Related / St Petersbug, FL 33710 / Start date 04/08/2024 - 5 Hrs per month - 1% Time Spent 2) 02/2025 - BT Wealth Advisors / DBA for LPL Business (entity for LPL business) Inv Related - at reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-05 |
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