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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
Branch Locations
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, Inc | Winter Park | FL | 10/2003 | 11/2022 |
| Independent Insurance Sales Agent | Winter Park | FL | 10/2003 | 11/2022 |
| Raymond James Financial Services Advisors, Inc. | Winter Park | FL | 01/2009 | 11/2022 |
| Anderson Investment Management, Inc. | Winter Park | FL | 03/2008 | Present |
| Lpl Financial Llc | Winterpark | FL | 11/2022 | Present |
1) 11/03/2022 - Anderson Wealth Services - DBA for LPL Business (entity for LPL business) - At reported branch location(s) - Investment related - 160 hours per month - Start date: 11/01/2022.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-13 |
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