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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-14 |
Branch Locations
139 S. Pebble Beach Blvd Suite 206, Sun City Center, FL 33573 • United States
411 Apollo Beach Boulevard, Suite 500, Apollo Beach, FL 33572 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
700 Central Ave Ste 302, St Petersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 04/2014 | 04/2019 |
| Washburn Capital Management, Inc. | Vero Beach | FL | 05/2019 | 02/2020 |
| Payant Wealth Management Group | Sun City Center | FL | 02/2020 | 12/2024 |
| Sagepoint Financial, Inc. | Sun City Center | FL | 02/2020 | 09/2023 |
| Osaic Wealth, Inc. | Sun City Center | FL | 09/2023 | 05/2025 |
| Osaic Wealth, Inc | Sun City Center | FL | 01/2025 | 05/2025 |
| Lpl Financial Llc | Apollo Beach | FL | 05/2025 | Present |
1. 11/2024 - Jonathan Wilkins - Notary - Investment Related - Parrish, FL 34219 - 1 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0; Start Date: 12/16/2020 2. 11/2024 - Synergy Wealth Alliance - DBA for LPL Business (entity for LPL business) - Investment Related - Springs, FL, 32714 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 100 Start Date: 09/04/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-26 |
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