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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
12425 28Th St. N. Suite 300, St. Petersburg, FL 33716 • United States
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Tampa | FL | 07/2009 | 11/2024 |
| Prudential Insurance Company Of America | Tampa | FL | 07/2009 | Present |
| Lpl Enterprise, Llc | St. Petersburg | FL | 11/2024 | Present |
1) 09/19/2024- Notary- Notary public, only incidentally do not charge for the service- Not INV Related- Tampa, FL- Start Date 10/01/2009- 1hrs/mth- 1hrs during trading 2) 09/20/2024 - ClearPath Advisory Group-DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 07/19/2021- 200hrs/mnth-130hrs during trading 3) 08/03/2026-Clearpath Wealth Advisors-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/04/2026-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2009-10-19 |
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