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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
Branch Locations
601 Oak St Bldng 4 Unit G, Port Orange, FL 32127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix | Port Orange | FL | 01/2019 | 08/2024 |
| Rachael Kasie Designs Llc | South Daytona | FL | 05/2018 | 09/2018 |
| Spruce Creek Highschool | Port Orange | FL | 01/2015 | 09/2018 |
| Handlin Wealth Management | Port Orange | FL | 02/2025 | Present |
| Lpl Financial | Port Orange | FL | 02/2025 | Present |
| Unemployed | Port Orange | FL | 08/2024 | 02/2025 |
| Unemployed | Port Orange | FL | 09/2018 | 01/2019 |
1 - 01/2025 - Handlin Wealth management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-22 |
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