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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-04 |
| FL | RA | APPROVED | 2017-01-05 |
Branch Locations
10650 Boardwalk Loop, Bradenton, FL 34202 • United States
601 Bayshore Blvd Ste 960, Tampa, FL 33606 • United States
509 W Alexander St, Plant City, FL 33563 • United States
10980 S Belcher Rd, Largo, FL 33777 • United States
1858 Ringling Blvd, Sarasota, FL 34236 • United States
4600 W Cypress St Ste 100, Tampa, FL 33607 • United States
202 N Franklin St, Tampa, FL 33602 • United States
13868 N Dale Mabry, Tampa, FL 33618 • United States
900 S Fort Harrison Ave, Clearwater, FL 33756 • United States
4355 Henderson Blvd, Tampa, FL 33629 • United States
1217 Oakfield Drive, Brandon, FL 33511 • United States
900 S. Fort Harrison Ave, Clearwater, FL 33756 • United States
4400 N Armenia Ave, Tampa, FL 33603 • United States
200 Central Ave, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank Of Tampa, Bt Wealth Advisors | Tampa | FL | 03/2014 | Present |
| Lpl Financial, Llc | Tampa | FL | 03/2014 | Present |
1) 07/12/2016 - BT Wealth Advisors - DBA for LPL Business (entity for LPL business) - at reported business location(s) - inv rel - start: 7/12/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-13 |
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