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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-05 |
Branch Locations
79 Scenic Gulf Dr Suite B, Miramar Beach, FL 32550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Miramar Beach | FL | 01/2015 | 08/2018 |
| Ono Surf Shop | Santa Rosa Beach | FL | 08/2018 | 08/2020 |
| Ophelia Swimwear | Miramar Beach | FL | 08/2019 | 07/2021 |
| Yellowfly Trading Company | Santa Rosa Beach | FL | 08/2019 | 07/2021 |
| Sandestin Beach Club | Miramar Beach | FL | 05/2021 | 07/2021 |
| Sandestin Beach Club | Miramar Beach | FL | 05/2022 | 07/2022 |
| Auburn University | Auburn | AL | 08/2021 | 12/2024 |
| Botanic | Opelika | AL | 01/2025 | 08/2025 |
| Overlook Financial | Miramar Beach | FL | 09/2025 | Present |
| Lpl Financial | Miramar Beach | FL | 09/2025 | Present |
1) 12/02/2025 - Overlook Financial Group / DBA for LPL Business (entity for LPL business) - Inv Related / At reported business location(s) 2) 12/02/2025 - Hickman Woodruff Wealth Management / DBA for LPL Business (entity for LPL business) - Inv Related / At reported business location(s) 3) 04/10/2026 - Woodruff | Stange Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/02/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-27 |
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