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8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
8300 N Hayden Rd Suite A207, Scottsdale, AZ 85258 • United States
Temple Terrace, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group | Temple Terrace | FL | 03/2025 | 07/2025 |
| Citi | Tampa | FL | 11/2020 | 03/2025 |
| Stridepoint | Tampa | FL | 07/2017 | 11/2020 |
| Angels Senior Living | Tampa | FL | 06/2016 | 07/2017 |
| Lpl Financial Llc | Temple Terrace | FL | 07/2025 | Present |
| Verus Capital Partners, Llc | Temple Terrace | FL | 10/2025 | 10/2025 |
1- 11/2025 / Southern Heritage Financial Group, / DBA for LPL Business (entity for LPL business) / Inv Rltd / 160 hrs mnth / 8 hrs during trading / start 11/17/2025 2- 11/2025 / The Pinnacle Group / Non-Variable Insurance / Inv Rltd / 10 hrs mnth / 2 hrs during trading / start 11/18/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-25 |
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