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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 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
6996 Piazza Grande Ave Ste 207, Orlando, FL 32835 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Orlando | FL | 02/2009 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Winter Garden | FL | 02/2009 | 07/2021 |
| Ep Wealth Strategies Llc | Orlando | FL | 11/2018 | Present |
| Eckert Eagle Llc | Orlando | FL | 01/2019 | Present |
| Lpl Financial, Llc | Orlando | FL | 07/2021 | Present |
1. 8/20/2021 - ECKERT EAGLE LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Sole Owner - Started 1/1/19 - 1 Hour Per Month. 2. 8/20/2021 - EP Wealth Strategies - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/5/18 - 1 Hour Per Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-05 |
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