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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-10 |
| FL | RA | APPROVED | 2021-07-21 |
Branch Locations
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • United States
100 2Nd Ave S Ste 402N, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Group | New Port Richey | FL | 11/2017 | 01/2018 |
| Unemployed | Trinity | FL | 12/2015 | 11/2017 |
| Waddell & Reed, Inc | St Petersburg | FL | 01/2018 | 07/2021 |
| Thomas Halvorsen | Tampta | FL | 01/2018 | 07/2021 |
| Daniel Ramsey | Tampa | FL | 01/2018 | 07/2021 |
| Patrick Gallagher | Tampa | FL | 01/2018 | 07/2021 |
| 11930 Lake Blvd | Trinity | FL | 12/2015 | 11/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | St Petersburg | FL | 02/2018 | 07/2021 |
| Lindsey M Kuklin Notary | Trinity | FL | 10/2019 | 07/2021 |
| Lpl Financial Llc | Trinity | FL | 07/2021 | Present |
1- 10/2016 / DBA for LPL Business (entity for LPL business) / Wealthbridge Financial Group / Investment Related / Trinity FL 34655 2- 09/2019 / Lindsey M Kuklin notary / Other / Investment Related / Trinity FL 34655
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2015-05-02 |
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