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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2025-08-11 |
Branch Locations
1711 Amazing Way, Suite 209, Ocoee, FL 34761 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Orlando | FL | 10/2015 | 08/2025 |
| Finra | Lake Mary | FL | 10/2015 | 08/2025 |
| Lpl Financial Llc | Winter Garden | FL | 08/2025 | Present |
1) 08/11/2025 - FINRA Arbitrator - Other - Investment Related - Oakland, FL - Start Date 01/01/2001 - 1 hour per month/ during trading 2) 08/11/2025 - Wheelock Wealth Solutions - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/28/2025 - 160 hours per month/ 8 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-24 |
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