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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-06 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Tampa, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Princor Financial Services Corporation | Tampa | FL | 12/2014 | 07/2021 |
| Principal Life Insurance Company | Tampa | FL | 12/2014 | 02/2017 |
| Investment Planners Inc. | Decatur | IL | 07/2021 | 01/2023 |
| Investment Planners Wealth | Decatur | IL | 07/2021 | 01/2023 |
| Lpl Financial Llc | Tampa | FL | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2003-03-21 |
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