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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc | Atlanta | GA | 02/2012 | 08/2019 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2019 | 02/2021 |
| Truist Investment Services, Inc. | St. Petersburg | FL | 02/2021 | 03/2026 |
| Truist Advisory Services, Inc. | St. Petersburg | FL | 02/2021 | 03/2026 |
| Southstate Bank | Tampa | FL | 03/2026 | Present |
| Lpl Financial Llc | Tampa | FL | 03/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name South State Investment Services - Investment Related - At Reported Business Location(s) - Start Date: 03/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-22 |
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