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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-11-17 |
| FL | RA | APPROVED | 2016-07-07 |
Branch Locations
6767 N Wickham Rd Ste 400, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Melbourne | FL | 07/2016 | Present |
| Space Coast Credit Union | Indian Harbour Beach | FL | 07/2016 | 08/2019 |
1. 10/28/2021 - Advisory Investment Solutions, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/21/2019 - 120 Hours Per Month/65 Hour During Securities Trading. 2. 9/14/2023: Senior High School; Palm Bay, FL; Other - High School Baseball Coach; Not inv. related; start date 2/1/2023; 20hrs/mo.; 0hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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