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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-18 |
Branch Locations
1200 S Federal Hwy Ste 201, Boynton Beach, FL 33435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Delray Beach | FL | 09/2012 | 11/2016 |
| Wells Fargo Bank Na | Delray Beach | FL | 08/2012 | 09/2017 |
| Wells Fargo Clearing Services, Llc | Delray Beach | FL | 11/2016 | 09/2017 |
| Wells Fargo Bank, Na | Boynton Beach | FL | 09/2018 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Boynton Beach | FL | 09/2018 | 07/2021 |
| Unemployed | Boynton Beach | FL | 09/2017 | 09/2018 |
| Lpl Financial | Boynton Beach | FL | 07/2021 | Present |
1)07/12/2021 - STOIC FINANCIAL - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2021
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-10 |
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