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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-20 |
| FL | RA | APPROVED | 2024-04-25 |
Branch Locations
1200 S Federal Hwy Ste 201, Boynton Beach, FL 33435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | West Palm Beach | FL | 08/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Palm Beach | FL | 11/2016 | 01/2019 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 01/2019 | 04/2024 |
| Lpl Financial Llc | Boynton Beach | FL | 04/2024 | Present |
1) 03/2024 - Stoic Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 01/09/2025 - Saving Lives Counseling Center - Not Investment Related - Other - Individual & Family Therapy/Mental Health -Beach, FL - Start Date:06/04/2024 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-20 |
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