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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
Branch Locations
700 Central Ave Ste 302, St Petersburg, FL 33701 • United States
139 S. Pebble Beach Blvd Suite 206, Sun City Center, FL 33573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Overland Park | KS | 01/1996 | 09/2019 |
| Sagepoint Financial, Inc. | Sun City Center | FL | 09/2019 | 09/2023 |
| Payant Wealth Management Group | Sun City Center | FL | 09/2019 | 12/2024 |
| Osaic Wealth, Inc. | Sarasota | FL | 09/2023 | 05/2025 |
| Lpl Financial Llc | Apollo Beach | FL | 05/2025 | Present |
1 - 05/2025 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-18 |
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