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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-31 |
| FL | RA | APPROVED | 2024-07-30 |
Branch Locations
7522 Wiles Rd Ste B-109, Coral Springs, FL 33067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc. | Fort Lauderdale | FL | 01/2009 | 11/2016 |
| Sagepoint Financial, Inc. | Oakland Park | FL | 11/2016 | 07/2024 |
| Osaic Wealth, Inc. | Coral Springs | FL | 09/2023 | 07/2024 |
| Lpl Financial Llc | Coral Springs | FL | 07/2024 | Present |
1) 06/18/2024 - Lewis and Palmer Benefits - Insurance Agency - President - employee benefits like health, vision, dental - FL 33067 - Investment related - 8 Hours per month - Start date: 05/08/2015. 2) 06/18/2024 - Precision Payroll, LLC - Business Owner - President - Fl 33067 - Non investment related - 1 Hour per month - Start date: 12/26/2016. 3) 06/18/2024 - Non-Variable Insurance - Selling: Life, Disability and LTC, Crump - Fl 33067 - Investment related - 8 Hours per month - Start date: 02/20/2009.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-26 |
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