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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-17 |
Branch Locations
105 Capron Trail, Melbourne, FL 32940 • United States
1696 N Clyde Morris Blvd, Daytona Beach, FL 32117 • United States
4250 S Washington Ave, Titusville, FL 32780 • United States
2839 Clayton Crossing Way, Oviedo, FL 32765 • United States
300 S Harbor City Blvd, Melbourne, FL 32901 • United States
9680 Narcoossee Rd Ste 101, Orlando, FL 32827 • United States
4720 Clyde Morris Blvd., Port Orange, FL 32129 • United States
965 Central Avenue, St. Petersburg, FL 33701 • United States
1150 Assembly Dr. Ste 200, Tampa, FL 33607 • United States
715 Indian Rocks Rd. N, St. Petersburg, FL 33770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2013 | 09/2016 |
| Suntrust Bank | Orlando | FL | 12/2013 | 09/2016 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 09/2016 |
| Invest Financial Corp | Tampa | FL | 11/2016 | 11/2017 |
| Seacoast National Bank | Tampa | FL | 10/2016 | Present |
| Lpl Financial, Llc | Tampa | FL | 11/2017 | Present |
1. 11/15/2017 - Seacoast Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-10 |
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