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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Credit Union | Tampa | FL | 05/2025 | Present |
| Unemployed | Pinellas Park | FL | 06/2024 | 05/2025 |
| Abyde | Clearwater | FL | 10/2022 | 06/2024 |
| Unemployed | Tampa | FL | 08/2022 | 10/2022 |
| Zeager Landscape Designs & Nursery Llc | Elizabethtown | PA | 05/2022 | 08/2022 |
| Lycoming College | Williamsport | PA | 01/2022 | 05/2022 |
| Ups | Lancaster | PA | 12/2021 | 01/2022 |
| Lycoming College | Williamsport | PA | 08/2021 | 12/2021 |
| Capital Bluecross | Elizabethtown | PA | 06/2021 | 08/2021 |
| Lycoming College | Williamsport | PA | 01/2021 | 06/2021 |
| Ups | Lancaster | PA | 12/2020 | 01/2021 |
| Lycoming College | Williamsport | PA | 08/2019 | 12/2020 |
| Hoss's Steak & Sea House | Elizabethtown | PA | 05/2019 | 08/2019 |
| Lycoming College | Williamsport | PA | 08/2018 | 05/2019 |
| Hoss's Steak & Sea House | Elizabethtown | PA | 05/2018 | 08/2018 |
| Elizabethtown Area High School | Elizabethtown | PA | 06/2015 | 05/2018 |
| Lpl Financial Llc | Tampa | FL | 05/2025 | Present |
1. Start Date: 06/09/2025 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-29 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-27 |
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