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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-09 |
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
2728 Horseshoe Dr North, Naples, FL 34104 • United States
10580 Colonial Blvd Unit 108, Ft Myers, FL 33913 • United States
1905 South Alexander St, Plant City, FL 33566 • United States
8797 Tamiami Trial East, Naples, FL 34113 • United States
3655 Pine Ridge Rd, Naples, FL 34119 • United States
1533 Matthew Drive, Fort Myers, FL 33907 • United States
2310 Tamiami Trail, Punta Gorda, FL 33950 • United States
1837 Collier Parkway, Lutz, FL 33549 • United States
4176 Mariner Blvd, Spring Hill, FL 34609 • United States
3422 Us Hwy 19, Holiday, FL 34691 • United States
32745 Eiland Blvd, Zephyrhills, FL 33544 • United States
12510 South Highway 301, Lutz, FL 33549 • United States
2367 East Gulf To Lake Highway, Inverness, FL 34453 • United States
27213 Sr 56, Wesley Chapel, FL 33544 • United States
919 Lakeland Park Center Dr Unit 360, Lakeland, FL 33809 • United States
7225 Ridge Rd, Port Richey, FL 34668 • United States
950 West Fletcher Avenue, Tampa, FL 33612 • United States
4315 Metro Pkwy Ste 150, Fort Myers, FL 33916 • United States
1039 Ne 5Th Street, Crystal River, FL 34429 • United States
1730 Cape Coral Pkwy W, Cape Coral, FL 33914 • United States
217 W Belt Ave, Bushnell, FL 33513 • United States
2140 Commercial Way, Spring Hill, FL 34606 • United States
5705 Lee Blvd West, West Ft Myers, FL 33971 • United States
1870 Aloma Ave Ste 100, Winter Park, FL 32789 • United States
5 Del Prado Blvd S, Cape Coral, FL 33990 • United States
11370 State Rd 54, Trinity, FL 34655 • United States
18915 Cortez Blvd, Brooksville, FL 34601 • United States
19750 South Tamiami Trail, Fort Myers, FL 33908 • United States
13465 Daniels Commerce Blvd, Ft Myers, FL 33966 • United States
565 Pine Island Rd, North Fort Myers, FL 33903 • United States
6536 E Hillsborough Ave, Tampa, FL 33610 • 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 |
|---|---|---|---|---|
| Suncoast Schools Fcu | Tampa | FL | 11/2007 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2010 | Present |
| Lpl Financial Llc | Plant City | FL | 05/2022 | Present |
1. 05-18-2022-Suncoast Investment Services- Investment Related-AT Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-05 |
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