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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Ft. Lauderdale | FL | 06/2013 | 10/2019 |
| Synovus Securities, Inc. | Weston | FL | 10/2019 | 12/2022 |
| Synovus Bank | Weston | FL | 10/2019 | 12/2022 |
| Synovus Securities Inc. | Fort Lauderdale | FL | 12/2022 | 09/2024 |
| Synovus Bank | Fort Lauderdale | FL | 12/2022 | 09/2024 |
| Lpl Financial Llc | Miami | FL | 09/2024 | Present |
1) 09/03/2024 - Medina Wealth Managament Services, LLC - Owner - Business Entity For Tax - Investment Purposes Only - Non Inv. Related - Miami, FL - Start date 09/03/2024 - 5 Hrs per month - 1 % Time Spent 2) 09/03/2024 - Grovepoint Financial LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 09/3/2024 - 160 Hrs/mnth 8 hrs during Trading 3) 07/13/2026 - 15 Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start date: 09/3/2024 - 30 Hrs/mnth 30 hrs during Trading 4) 07/13/2026 - Advantage Insurance Network (AIN), Back9, Capitas, Signal Advisors, Gradepoint Insurance - 15 Insurance Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 08/08/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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