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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-18 |
| SC | RA | APPROVED | 2022-01-14 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Dade City, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-06 |
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