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Thomas Halvorsen

LPl Financial LLC

Trinity, FL

St Petersburg, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc. St Petersburg FL 05/1996 07/2021
Various Insurance Carriers For W & R Insurance Agencies St Petersburg FL 07/1996 Present
Lpl Financial Llc Trinity FL 07/2021 Present
  • 05/1996 → 07/2021
    Waddell & Reed, Inc.
    St Petersburg, FL
  • 07/1996 → Present
    Various Insurance Carriers For W & R Insurance Agencies
    St Petersburg, FL
  • 07/2021 → Present
    Lpl Financial Llc
    Trinity, FL
Previous Registrations
  • 2004-03-04 → 2021-07-21
    Waddell & Reed
    Palm Harbor, FL
    Charleroi, PA
    Trinity, FL
    St Petersburg, FL
Other Businesses

1) 1/2018 - DBA for LPL Business (entity for LPL business) - WealthBridge Financial Group - Investment Related - St. Petersburg, FL 33701

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-24
  • S66 Uniform Combined State Law Examination
    1998-12-24
Designations
Other Names
  • Tom Halvorsen

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

JOHN TIMOTHY COAKLEY
Jack T Halvorsen
DANIEL SCOTT RAMSEY
KENNETH PAUL CARRUBA
Lindsey Marissa Kuklin
George Alexander Compton
Daniel Ventura
Dustin P. Cali

Other Offices

SANCTUARY ADVISORS, LLC · Trinity, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Trinity, FL
J. W. COLE ADVISORS, INC. · Trinity, FL
CETERA INVESTMENT ADVISERS LLC · TRINITY, FL
RAYMOND JAMES & ASSOCIATES, INC. · Trinity, FL
AMERIPRISE FINANCIAL SERVICES, LLC · New Port Richey, FL
EDWARD JONES · Trinity, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · New Port Richey, FL

More in Trinity, FL

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