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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-27 |
Branch Locations
2315 Vanderbilt Beach Road Ste 304, Naples, FL 34109 • United States
8211 West Broward Blvd, Plantation, FL 33324 • United States
9100 W Oakland Park Blvd, Sunrise, FL 33351 • United States
3700 North Ocean Blvd, Fort Lauderdale, FL 33308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase Bank | Coral Springs | FL | 09/2009 | 12/2018 |
| Jp Morgan Securities Llc | Coral Springs | FL | 01/2013 | 12/2018 |
| Florida Atlantic University | Boca Raton | FL | 01/2019 | 08/2019 |
| Sabbatical | Bogota | 09/2019 | 02/2020 | |
| Series 66 Exam | Sunrise | FL | 03/2020 | 05/2020 |
| Unemployed | Sunrise | FL | 06/2020 | 02/2021 |
| Regions Bank | Weston | FL | 04/2021 | 08/2021 |
| Cetera Investment Services Llc | Saint Cloud | MN | 04/2021 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pembroke Pines | FL | 08/2021 | 03/2022 |
| Bank Of America, N.A. | Pembroke Pines | FL | 10/2021 | 03/2022 |
| Lpl Financial Llc | Plantation | FL | 03/2022 | Present |
| Flagstar Bank N.A. | Plantation | FL | 03/2022 | Present |
1) 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-21 |
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