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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suncoast Cu | Bradenton | FL | 05/2026 | Present |
| Lpl Financial Llc | Brdenton | FL | 05/2026 | Present |
| Lpl Financial Llc | Oklahoma City | OK | 08/2016 | 08/2017 |
| Internat'L Bank Of Commerce Ok | Oklahoma City | OK | 07/2016 | 08/2017 |
| Unemployed | Bradenton | FL | 08/2017 | 07/2019 |
| Securities America, Inc. | Bradenton | FL | 07/2019 | 10/2019 |
| Securities America Advisors | Bradenton | FL | 07/2019 | 10/2019 |
| Fisher Investments | Tampa | FL | 10/2020 | 06/2021 |
| Unemployed | Bradenton | FL | 10/2019 | 10/2020 |
| Edward Jones | St. Louis | MO | 06/2024 | 04/2026 |
| International Diamond Center | Clearwater | FL | 01/2024 | 06/2024 |
| The Chart House(Landry's) | Golden | CO | 01/2023 | 07/2023 |
| Unemployed | Bradenton | FL | 06/2023 | 01/2024 |
| Dillard's-Tyrone Square Mall | St Petersburg | FL | 02/2020 | 09/2020 |
| Unemployed | Bradenton | FL | 08/2022 | 02/2023 |
| Mml Investor Services | Oklahoma City | OK | 08/2021 | 08/2022 |
1. 05/2026 - Kathleen Scholz - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Bradenton, FL, 34205 – OBA Start Date: 04/07/2018 2. 05/2026 - Kathleen Scholz - Real Estate Rental - Inv Related – 5 Hour(s)/Month – 0 Hour(s) During Trading – Bradenton, FL, 34211 – OBA Start Date: 05/18/2022 3. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Suncoast Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-20 |
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