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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-16 |
| FL | RA | APPROVED | 2006-09-25 |
Branch Locations
2401 W Bay Dr, Bld 400, #427, Largo, FL 33770-1941 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco Private Ledger | Belleair Bluffs | FL | 09/2006 | Present |
1. 9/19/2006 - DBA ONLY - WINTERMEIER RETIREMENT CONSULTANT - LARGO, FL 2. 02/05/2018 - Retirement Planning Advisors, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 02/01/2018 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-29 |
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