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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
809 39Th Street Gulf, Marathon, FL 33050 • United States
100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • United States
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Trinity | FL | 12/2008 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | New Port Richey | FL | 06/2009 | 07/2021 |
| Rgpg Enterprises, Inc | Trinity | FL | 11/2016 | 07/2021 |
| Coastal Tax Advisory Group | Port Richey | FL | 02/2017 | 07/2021 |
| Universal Financial Consultants | Clearwater | FL | 05/2017 | 07/2021 |
| Angel, Gallagher & Associates | Port Richey | FL | 01/2017 | 02/2018 |
| Patrick Gallagher, Pa | Port Richey | FL | 11/2016 | 07/2021 |
| Angel, Gallagher & Associates (Dba) | Port Richey | FL | 07/2017 | 02/2018 |
| Capital Title Solutions | Trinity | FL | 11/2017 | 07/2021 |
| Drp Insurance Enterprises Llc | Trinity | FL | 05/2020 | 07/2021 |
| Lpl Financial Llc | Trinity | FL | 07/2021 | Present |
1- 10/2016 / DBA for LPL Business (entity for LPL business) / Wealth Bridge Financial Group / Investment Related / Trinity, FL 34655 2- 05/2020 / DRP Insurance Enterprises, LLC / Insurance Agency / Investment Related / Trinity, FL 3- 11/2016 / RGPG Enterprises Inc. / For-Profit Business / Non Investment Related / New Port Richey, FL 34652 4- 02/2017 / Coastal Tax Advisory Group / Tax Prep/Accounting/CPA / 10 HR MNTH & 1 HR During Trading / Investment Related / Trinity Fl 34655 5- 05/2017 / Universal Financial Consultants / Non-Variable Insurance / Investment Related / Clearwater , FL 33759 6- 11/2016 / Patrick Gallagher, PA / Business Entity For Tax/Investment Purposes Only / 160 HR MNTH & 7 Hr During Trading / Non Investment Related / Trinity Fl 34655 7- 06/20/2023 - No Business Name - Investment Related - Marathon, FL - Real Estate Rental - Start Date 07/01/2023 - 5 Hours Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-12 |
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