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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-10 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Sarasota | FL | 04/2006 | 06/2019 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 06/2019 |
| Synovus Securities, Inc. | Port Charlotte | FL | 06/2019 | 10/2019 |
| Synovus Bank | Port Charlotte | FL | 06/2019 | 10/2019 |
| Synovus Securities, Inc. | Port Charlotte | FL | 10/2019 | 03/2026 |
| Synovus Bank | Port Charlotte | FL | 10/2019 | 12/2025 |
| Pinnacle Bank | Port Charlotte | FL | 01/2026 | 03/2026 |
| Lpl Enterprise Llc | Tampa | FL | 03/2026 | Present |
1. 3/9/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - North Point FL - OBA Start date: 01/21/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading 2. 3/9/2026 - BRIAN MONTALBANO N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - North Point FL - OBA Start date: 01/21/2026 - 160 Hour(s)/Month - 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-11 |
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