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410 East 6Th Avenue, Tallahassee, FL 32303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Tampa | FL | 11/2005 | 02/2018 |
| Capital City Banc Investments | Tallahassee | FL | 10/2005 | 12/2022 |
| Lpl Financial, Llc | Tallahassee | FL | 02/2018 | 12/2022 |
| Seven Hills Financial, Llc | Tallahassee | FL | 07/2023 | Present |
| Retired | Tallahassee | FL | 12/2022 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-29 |
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