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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-27 |
| FL | RA | APPROVED | 2002-05-20 |
Branch Locations
2553 1St Avenue North, St. Petersburg, FL 33713 • United States
St. Petersburg, FL • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | St. Petersburg | FL | 05/2002 | Present |
1. 5/17/2002 - DBA ONLY - VISION FINANCIAL GROUP, INC. - ST. PETERSBURG, FL. 2. 6/6/2002 - NON-VARIABLE INSURANCE - INSURANCE - FIXED ANNUITIES. - ST. PETERSBURG, FL. 3. 8/4/2010 - REAL ESTATE RENTAL - BOUGHT RENTAL PROPERTY. PLAN TO RENT TO MY SISTER AND MOTHER. MOTHER IS A CLIENT. - TIME SPENT 1% - ST. PETERSBURG, FL. 4. 6/22/2021 - Vision Properties - Investment Related - 2553 1st Ave N - Real Estate Rental - Started 06/07/2021 - B uying an office building, will use half for LPL Offices & rent out the rest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-09 |
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