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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Farmington Hills | MI | 08/2012 | 01/2018 |
| Bank Of America, N.A. | Farmington Hills | MI | 10/2012 | 01/2018 |
| Lpl Financial Llc | Tampa | FL | 01/2018 | Present |
1) 12/08/2017 - Notary - State of Florida - inv rel - start: 01/2008. 2) 3/21/2018 - MERITAGE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 4 Hours Per Month/0 Hours During Securities Trading. 3) 1/21/2020 - Juice Plus - Not Investment Related - Location/Address: phone calls and online orders - Other-Nutritional supplements - Started 11/29/2019 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-09 |
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