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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-09 |
| NV | RA | APPROVED | 2019-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Reno | NV | 07/2013 | 02/2019 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 02/2019 |
| Lpl Financial, Llc | Reno | NV | 03/2019 | Present |
1. 03/06/2019 - Platinum Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 02/2019 2. 03/06/2019 - Luxury in Love LLC - Business Owner - Home Based - Not inv rel - Start date: 11/2018 - 10 hrs/mnth 3. 03/06/2019 - Just freelance - Actor/Reporter - Not Inv Rel - Start date: 2014 - 10 hrs/mnth 4. 2/14/2023 - Not Investment Related - Influencer - Start Date - 01/16/2023 - 1 Hours Per Month/0 Hours During Securities Trading 5. 04/29/2024 - Platinum Talks Wealth Podcast - Not Investment Related - Online - Other - Podcast - Host - Start Date - 01/06/2023 - 5 Hours Per Month/0 Hours During Securities Trading 6. 07/31/2024 - Other - Book - Author of Chapter - Not Investment Related - Start Date 04/15/2024 - 5 Hours Per Month/ 0 Hours During Trading 7. 07/07/2025 - Book Author - Other - Author - At Reported Business Location(s) - Not Inv Rel - Start Date:10/01/2023 - 10 Hrs/Mth - 0 Hrs During Trading. 8. 07/08/2025 - Odie Pet Insurance - Other - Pet Insurance Direct Sales - Inv Rel - Start date: 08/01/2025 - 4 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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