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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-20 |
Branch Locations
2600 North Military Trail, Boca Raton, FL 33431 • 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 |
|---|---|---|---|---|
| T3 Trading Group, Llc | New York | NY | 09/2016 | 08/2017 |
| T3 Trading Group, Llc | New York | NY | 12/2017 | 01/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 08/2019 | 08/2022 |
| Capital Analytics | Miami | FL | 03/2019 | 05/2019 |
| Words N Ideas | Deerfield Beach | FL | 08/2017 | 12/2017 |
| Bank Of America, N.A. | Boca Raton | FL | 10/2019 | 08/2022 |
| Kestra Private Wealth Services | Miami | FL | 08/2022 | 07/2026 |
| Kestra Investment Services Llc | Boca Raton | FL | 08/2022 | 07/2026 |
| Unemployed | Boca Raton | FL | 05/2019 | 08/2019 |
| Unemployed | Boca Raton | FL | 01/2019 | 03/2019 |
| Lpl Finanacial | Boca Raton | FL | 07/2026 | Present |
1.07/17/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Stonebrook Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 07/17/2026; 160hrs/mth; 160hrs during trading 2.08/10/2026; Telos Capital, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 07/17/2026; 150hrs/mth; 150hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-17 |
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