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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Oldsmar | FL | 01/2007 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Tampa | FL | 01/2007 | 07/2021 |
| Silent Partners Technology | Tampa | FL | 07/2012 | 07/2021 |
| Carruba - Quealy & Associates | Tampa | FL | 08/2018 | 07/2021 |
| Lpl Financial Llc | Trinity | FL | 07/2021 | Present |
1) 07/07/2021 - Kenneth Carruba Insurance / Non-Variable Insurance / Investment Related / 16HR/MO / At Reported Business Location(s) - Start Date 2009 2) 07/07/2021 - Silent Partners Technology / Business Owner / 0HR/MO / TAMPA, FL - Start Date 2014 3) 12/31/2022 - Wealth Bridge Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/12/2022 - 40 Hours Per Month/20 Hours During Securities Trading 4) 03/11/2026 - NEXGEN - Other - Advisory CFO & Co-Owner - Not Investment Related - Tampa, FL - Start Date 01/01/2014 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-05 |
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