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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| NM | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
12425 28Th St. N. Suite 300, St. Petersburg, FL 33716 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fulton | MD | 03/2012 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Fulton | MD | 03/2012 | 10/2019 |
| Lynch Retirement Investment Group | Largo | FL | 03/2012 | 10/2019 |
| Pruco Securities, Llc | Tampa | FL | 10/2019 | 11/2024 |
| The Prudential Insurance Company Of America | Pinellas Park | FL | 10/2019 | Present |
| Pruco Securities Llc | Pinellas Park | FL | 10/2019 | 11/2024 |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1) 09/10/2024- ClearPath Advisory Group- Financial services- DBA for LPL Business (entity for LPL business)- INV Related- At Tampa, FL- Start Date 09/10/2024- 5hrs/mth- 5hrs during trading 2) 02/10/2025-Clearpath Advisory Group Real Estate LLC-Business Entity For Tax/Investment Purposes Only-Inv Related-At Saint Petersburg, FL-Start date 01/08/2025-5hrs/mth-5hrs/mth during trading 3) 07/30/2026-ClearPath Wealth Advisors- Managing Member-DBA for LPL Business (entity for LPL business)-inv related-At reported business location(s)-06/04/2026-40hrs/mth -40hours/mth while trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-14 |
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