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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-27 |
| FL | RA | APPROVED | 2019-01-08 |
Branch Locations
100 S Ashley Dr Ste 600 Office #609, Tampa, FL 33602-5300 • United States
Pensacola, FL • 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 |
|---|---|---|---|---|
| Usaa Financial Planning Services, Inc | Tampa | FL | 06/2010 | 07/2017 |
| Usaa Financial Advisors, Inc | Tampa | FL | 06/2010 | 07/2017 |
| Fidelity Bank | Bradenton | FL | 07/2017 | 12/2018 |
| Lpl Financial Llc | Bradenton | FL | 12/2018 | Present |
1)12/13/2018 - Genesis Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - At reported business location(s) 2)12/13/2018 - Southern New Hampshire University (SNHU) - Online teaching - non-inv rel - Hooksett, NH - start: 01/2018 3) 06/18/2025 - Ford Brisco Investments - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:05/01/2025 - 40 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-24 |
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