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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
Branch Locations
Chapel Hill, NC • United States
Irvine, CA • United States
19501 Cochran Blvd, Port Charlotte, FL 33948 • United States
3553 A Long Beach Road, Oceanside, NY 11572 • United States
23141 Harborview Road, Port Charlotte, FL 33980 • United States
2310 Tamiami Trail, Punta Gorda, FL 33950 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Achieva Credit Union | Punta Gorda | FL | 06/2015 | 08/2023 |
| Cetera Investment Servces Llc | St. Cloud | MN | 06/2017 | 08/2023 |
| Cetera Investment Advisors Llc | Punta Gorda | FL | 09/2017 | 08/2023 |
| Riversource Distributors, Inc. | Minneapolis | MN | 08/2023 | 10/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 11/2023 | 05/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 11/2023 | 05/2024 |
| Lpl Financial Llc | Fort Myers | FL | 05/2024 | 07/2024 |
| Suncoast Credit Union | Fort Meyers | FL | 05/2024 | 07/2024 |
| Wells Fargo Clearing Services, Llc | Estero | FL | 07/2024 | 11/2025 |
| Wells Fargo Bank, Na | Estero | FL | 07/2024 | 11/2025 |
| Lpl Financial Llc | Port Charlotte | FL | 12/2025 | Present |
| Suncoast Credit Union | Port Charlotte | FL | 12/2025 | Present |
1) - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date :11/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-23 |
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