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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-08-21 |
Branch Locations
450 E Las Olas Blvd. Suite 1220, Fort Lauderdale, FL 33301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gibraltar Private Bank & Trust | Ft. Lauderdale | FL | 06/2011 | 07/2018 |
| Infinex Investments, Inc. | Ft. Lauderdale | FL | 07/2011 | 07/2020 |
| First Horizon | Fort Lauderdale | FL | 07/2020 | Present |
| Lpl Financial Llc | Fort Lauderdale | FL | 08/2025 | Present |
1- 08/21/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - Investment Related - At reported Business Location(s) - Start Date 07/25/2025 - 160 hours per month/ during trading 2- 08/21/2025 - Viastar LLC - Real Estate Rental - limited partner - Investment Related - Boca Raton, FL - Start Date 01/01/2009 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2001-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-24 |
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