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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED_RES | 2026-02-22 |
Branch Locations
701 Harrison Ave, Panama City, FL 32401 • United States
9461 Us Hwy 98, Miramar Beach, FL 32550 • United States
16452 Highway 331 South, Freeport, FL 32439 • United States
2000 98 Palms Blvd, Ste 300, Destin, FL 32541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Destin | FL | 10/2009 | 01/2017 |
| Raymond James Financial Services, Inc. | Destin | FL | 01/2017 | 02/2026 |
| First Florida Bank | Destin | FL | 01/2017 | 10/2019 |
| Raymond James Financial Services Advisors Inc. | Destin | FL | 02/2017 | 02/2026 |
| The First, A National Banking Association | Destin | FL | 11/2019 | 02/2026 |
| Lpl Financial Llc | Destin | FL | 02/2026 | Present |
| Renasant Bank | Destin | FL | 02/2026 | Present |
1. 02/2026 - Carolina Tide Rentals, LLC - Real Estate Rental - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Destin, FL, 32541 - OBA Start Date: 10/22/2024. 2. 02/2026 - Renasant Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 120 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/20/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-11 |
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