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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-01-27 |
| CA | RA | APPROVED | 2025-10-24 |
| FL | RA | APPROVED | 2025-10-01 |
| TX | RA | APPROVED_RES | 2025-10-01 |
Branch Locations
122 West Pine St Ste 300, Orlando, FL 32801 • United States
3111 Camino Del Rio N Ste 920, San Diego, CA 92108 • United States
Hingham, MA • 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 | San Diego | CA | 11/2008 | 09/2025 |
| Raymond James Financial Services Advisors, Inc | San Diego | CA | 01/2009 | 09/2025 |
| Cavanaugh Financial Group | San Diego | CA | 11/2008 | 12/2020 |
| Cavanaugh Group | San Diego | CA | 09/2015 | 12/2020 |
| Lpl Financial Llc | Orlando | FL | 09/2025 | Present |
1. 08/2025 - Cavanugh Finanial Group Inc - Business Entity For Tax/Investment Purposes Only - Not investment related - 01 Hrs/Mth - 01 Hrs During Trading - Orland, FL 32801 - OBA start date: 01/01/2021 2. 08/2025 - Cavanaugh Group - DBA for LPL Business (entity for LPL business) - investment related - 00 Hrs/Mth - 00 Hrs During Trading - At Reported Business Location(s) - OBA start date: 09/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-12 |
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