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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • United States
100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Signator Investors, Inc | Port Richey | FL | 05/2016 | 10/2016 |
| Waddell & Reed, Inc | Port Richey | FL | 11/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Clearwater | FL | 11/2016 | 07/2021 |
| Jerrold Angel | Port Richey | FL | 10/2016 | 04/2017 |
| Angel & Associates Inc (Dba) | Port Richey | FL | 07/1997 | 04/2017 |
| Angel Tax Preparation | Port Richey | FL | 10/2016 | 02/2017 |
| Patrick Gallagher | Port Richey | FL | 03/2017 | 07/2021 |
| Coastal Tax Advisory Group | Port Richey | FL | 02/2017 | 07/2021 |
| Angel, Gallagher & Associates (Dba) | Tampa | FL | 07/2017 | 07/2021 |
| Lpl Financial Llc | Trinity | FL | 07/2021 | Present |
1)08/21/2021 - Wealth Bridge Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2019 2)08/21/2021 - Coastal Tax Advisory Group - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start: 02/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-01 |
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