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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-18
SC RA APPROVED 2022-01-14
  • FL RA
    APPROVED
    Since 2022-01-18
  • SC RA
    APPROVED
    Since 2022-01-14

Branch Locations

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

Dade City, FL • 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
Usaa Financial Advisors, Inc Tampa FL 03/2011 05/2020
Usaa Financial Planning Services Tampa FL 03/2011 05/2020
Purple Communications Tampa FL 08/2017 Present
Usaa Investment Management Company Tampa FL 01/2018 05/2020
Home Rental Tampa FL 07/2019 Present
Charles Schwab & Co., Inc. Temple Terrace FL 05/2020 01/2022
Charles Schwab Bank, Ssb Temple Terrace FL 05/2020 01/2022
Lpl Financial Llc Wesley Chapel FL 01/2022 Present
  • 03/2011 → 05/2020
    Usaa Financial Advisors, Inc
    Tampa, FL
  • 03/2011 → 05/2020
    Usaa Financial Planning Services
    Tampa, FL
  • 08/2017 → Present
    Purple Communications
    Tampa, FL
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    Tampa, FL
  • 07/2019 → Present
    Home Rental
    Tampa, FL
  • 05/2020 → 01/2022
    Temple Terrace, FL
  • 05/2020 → 01/2022
    Charles Schwab Bank, Ssb
    Temple Terrace, FL
  • 01/2022 → Present
    Wesley Chapel, FL
Previous Registrations
  • 2020-05-28 → 2022-01-16
    Temple Terrace, FL
  • 2018-01-08 → 2020-05-24
    San Antonio, TX
  • 2011-05-05 → 2018-01-08
    Usaa Financial Planning Services
    Tampa, FL
    Vienna, VA
    Tampa, FL
  • 2009-08-07 → 2010-07-14
    Foothill Securities, Inc.
    Roseville, CA
Other Businesses

1. 02/04/2022 - No Business Name - Investment Related - Tampa FL 33603 - Real Estate Rental - Start Date: 07/2014 - 1 Hour Per Month - Rental Property Owner. 2. 02/04/2022 - Purple Communications - Not Investment Related - 4010 W Boy Scout Blvd., Suite 375, Tampa FL 33607 - Outside/W-2 Employment - Start Date: 08/2017 - 10 Hours Per Month - Hearing Impaired Interpreter.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-08-06
  • S66 Uniform Combined State Law Examination
    2009-08-06
Designations
Other Names
  • Josie Sheehey
  • Josephine Popescu
  • Josephine Ann Aiosa
  • Josephine Ann Sheehey
  • Josephine A Sheehey

View on SEC IAPD

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