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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2013 | 04/2018 |
| Calton & Associates, Inc. | Tampa | FL | 04/2018 | 12/2018 |
| Bank Of Tampa | Tampa | FL | 12/2018 | Present |
| Lpl Financial Llc | Tampa | FL | 01/2019 | Present |
1)01/04/2019 - BT Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-03-20 |
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
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