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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| TX | RA | APPROVED | 2022-12-09 |
Branch Locations
3410 Henderson Blvd. Suite 200, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Insurance Services, Inc | Fort Worth | TX | 09/2013 | 11/2022 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 09/2013 | 11/2022 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 11/2022 |
| Lpl Financial Llc | Tampa | FL | 12/2022 | Present |
1) 11/22/2022 - Hall of Fame Coaching Corp - Business Entity For Tax/Investment Purposes Only - Owner - Tampa, FL 33609 - Not Investment related - 170 Hours per month - Start date: 09/01/2014. 2) 11/22/2022 - Higher Standards Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 11/22/2022 - Real Estate Rental - Owner - Tampa, FL - Investment related - Start date: 05/30/2017 - 0 hours per month/ during trading 4) 11/22/2022 - US Air Force Reserves - Outside/W-2 Employment - Military reservist - Not Investment related - 8 Hours per month/ 0 hours during trading - Start date: 10/01/2013. 5) 11/13/2025 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 10/30/2025 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-22 |
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