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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-27 |
Branch Locations
10650 Boardwalk Loop, Bradenton, FL 34202 • United States
4355 Henderson Blvd, Tampa, FL 33629 • United States
601 Bayshore Blvd, Tampa, FL 33606 • United States
509 W Alexander St., Plant City, FL 33563 • United States
13868 N Dale Mabry Hwy, Tampa, FL 33618 • United States
900 S Ft Harrison Ave, Clearwater, FL 33756 • United States
200 Central Ave, St. Petersburg, FL 33701 • United States
4600 W Cypress St, Suite 100, Tampa, FL 33607 • United States
202 N. Franklin Street, Tampa, FL 33602 • United States
4400 N Armenia Ave, Tampa, FL 33603 • United States
10980 Belcher Rd S, Largo, FL 33777 • United States
1858 Ringling Blvd Ste 100, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Sarasota | FL | 10/2013 | 05/2026 |
| Bank Of Tampa | Sarasota | FL | 05/2026 | Present |
| Lpl Financial | Sarasota | FL | 05/2026 | Present |
1. 05/2026 - Peloquin Enterprises LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Bradenton, FL, 34202 - OBA Start Date: 12/18/2020 2. Investment products and services are offered through LPL Financial LLC using the DBA/trade name BT Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-31 |
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