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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benjamin F Edwards & Co | Sarasota | FL | 04/2016 | 02/2018 |
| Ameriprise Financial Services Inc | Pensacola | FL | 02/2018 | 05/2023 |
| Lpl Financial Llc | Sarasota | FL | 05/2023 | Present |
1) 5/2023 - Breuer Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - Start date 04/24/2023 - 160 Hrs per month 2) 11/13/2023 - Non-Variable Insurance / Investment Related /At Reported Business Location(s) / Start date 10/11/2023 - 5 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-17 |
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