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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-26 |
| SC | RA | APPROVED | 2021-08-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usaa Financial Planning Services | Tampa | FL | 10/2015 | 08/2019 |
| Usaa Financial Advisors, Inc | Tampa | FL | 10/2015 | 08/2019 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 08/2019 |
| Raymond James Financial Services | St. Petersburg | FL | 09/2019 | 08/2021 |
| Lpl Financial Llc | Lakeland | FL | 08/2021 | Present |
1. 01/12/2022 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - Start Date: 01/11/2022 - 1 Hour Per Month/0 Hours During Securities Trading - Selling household items through Ebay/Mercari/Etsy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-11 |
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