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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-24 |
| TX | RA | APPROVED_RES | 2024-07-10 |
Branch Locations
33920 Us Hwy 19 N Ste 290, Palm Harbor, FL 34684 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Palm Harbor | FL | 07/2024 | Present |
| American Wealth Management, Inc. | Palm Harbor | FL | 04/2009 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-27 |
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