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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
18167 Us Hwy19 N Ste 400, Clearwater, FL 33764 • United States
5331 Commercial Way, Suite 110, Spring Hill, FL 34606 • 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 |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 02/2009 | 02/2018 |
| Lpl Financial, Llc | Clearwater | FL | 02/2018 | Present |
1. 10/05/2021 - Premier Tax Team - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date: 08/24/2021 - 8 Hours Per Month/6 Hours During Securities Trading. 2. 2/4/2022 - Premier Wealth Planning Spring Hill - Investment Related - At Reported Business Location(s) - Insurance Agency - Insurance Agent - Started 08/24/2021 - 2 Hours Per Month During Securities Trading. 3. 03/21/2022 - Premier Wealth Planning Spring Hill - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 02/15/2013 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-28 |
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