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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-07 |
| LA | RA | APPROVED | 2018-04-13 |
| FL | RA | APPROVED | 2018-02-15 |
| AL | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
| IN | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
1301 Metropolitan Blvd, Tallahassee, FL 32308 • United States
6691 Thomasville Rd, Tallahassee, FL 32312 • United States
150 Avenue A., Port St Joe, FL 32456 • United States
3404 S Monroe St, Tallahassee, FL 32301 • United States
2111 N Monroe St, Tallahassee, FL 32303 • United States
1828 W Tennessee St, Tallahassee, FL 32304 • United States
3815 N Monroe St, Tallahassee, FL 32303 • United States
1456 Capital Cir Nw, Tallahassee, FL 32303 • United States
1242 Jackson Ave, Chipley, FL 32428 • United States
304 E Tennessee St, Tallahassee, FL 32301 • United States
420 N Broad St, Cairo, GA 39828 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 04/2010 | 02/2018 |
| Capital City Banc | Tallahassee | FL | 04/2010 | Present |
| Lpl Financial Llc | Tallahassee | FL | 02/2018 | Present |
1. 02/14/2018 - Capital City Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-03 |
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