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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-22 |
Branch Locations
7405 Devonshire Blvd, Naples, FL 34104 • United States
2370 Vanderbilt Beach Rd, Naples, FL 34109 • United States
530 Cape Coral Pkwy, Cape Coral, FL 33904 • United States
7920 Summerlin Lakes Dr, Fort Myers, FL 33907 • United States
3003 Tamiami Trl Ste 100, Naples, FL 34103 • United States
8635 Collier Blvd, Naples, FL 34114 • United States
2120 Kings Hwy, Port Charlotte, FL 33980 • United States
3987 Bonita Beach Rd, Bonita Beach, FL 34134 • United States
7580 Winkler Rd, Fort Myers, FL 33908 • United States
2470 Immokalee Rd, Naples, FL 34110 • United States
521 Del Prado Blvd S, Cape Coral, FL 33990 • United States
17830 Ben Hill Griffin Parkway, Fort Myers, FL 33913 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Naples | FL | 04/2014 | 12/2016 |
| Four Seasons Wealth Management | Creve Coeur | MO | 04/2014 | 12/2016 |
| Rfg Advisory Group, Llc | Birmingham | AL | 08/2014 | 12/2016 |
| Jp Morgan Securities Llc | Naples | FL | 12/2016 | 08/2018 |
| Marney Skinner, Inc | Naples | FL | 04/2014 | 02/2017 |
| Nylife Securities Llc | Sunrise | FL | 12/2018 | 10/2023 |
| New York Life Insurance Co | Sunrise | FL | 11/2018 | 10/2023 |
| Eagle Strategies Llc | Sunrise | FL | 02/2019 | 10/2023 |
| Royal Palm Wealth Inc. | Naples | FL | 04/2022 | 10/2023 |
| Td Bank N.A. | Naples | FL | 10/2023 | 01/2025 |
| Td Private Client Wealth Llc | Naples | FL | 10/2023 | 01/2025 |
| Lake Michigan Credit Union | Naples | FL | 01/2025 | Present |
| Lpl Financial Llc | Naples | FL | 01/2025 | Present |
1) 02/18/2025- Ocean View,Aspida and F& G - Non-Variable Insurance- Investment Related - At Reported Business Location(s) - Start Date 02/12/2025 - 5 hours per month/ during trading 2) 03/12/2025 - MaxWealth Management - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:01/21/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-11 |
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