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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED | 2019-10-16 |
Branch Locations
27911 Crown Lake Blvd, Ste 103, Bonita Springs, FL 34135 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bonita Springs | FL | 10/2019 | Present |
| Fredstrom & Associates, P.A. | Bonita Springs | FL | 10/1992 | Present |
| Fsc Securities Corporation | Bonita Springs | FL | 08/1998 | 10/2019 |
1)10/16/19- Fredstrom & Associates, P.A- DBA for LPL Business (entity for LPL business)- Inv. Related- Bonita Springs, FL -100% 2)10/16/19- Arroyal Crown Properties, LLC- Business Entity for investment purposes- Inv. Related- Bonita Springs, FL - start date 5/2/2007- 1% 3)10/16/19- Fredstrom & Associates, P.A.- Tax Prep/Accounting/CPA- Owner- Inv. Related - start date 1/30/1987 - 210hrs/mth - 65%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-10 |
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