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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
14021 Palm Beach Blvd, Fort Myers, FL 33905 • United States
231 E Hickpochee Ave, Labelle, FL 33935 • United States
1533 Matthew Drive, Fort Myers, FL 33907 • United States
13465 Daniels Commerce Blvd, Ft Myers, FL 33966 • United States
4315 Metro Pkwy Ste 150, Fort Myers, FL 33916 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ft. Myers | FL | 06/2015 | 05/2018 |
| Raymond James Financial Services Advisors Inc. | Fort Myers | FL | 02/2016 | 05/2018 |
| King Wealth Management Inc. | Fort Myers | FL | 01/2016 | 05/2018 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2018 | Present |
| Suncoast Credit Union | Tampa | FL | 05/2018 | Present |
| Lpl Financial Llc | Fort Myers | FL | 05/2022 | Present |
1) 05-18-2022-Suncoast CU- Investment Related- 6801 E. Hillsborough Ave. Tampa, FL 33610 -Financial Institution Duty-Advisor- START DATE: 05/2018-160 Hours Per Month/160 Hours During Trading-Time Spent Percent: 100%- 2) 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 | 2016-01-15 |
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