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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 08/2014 | 07/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 05/2021 | Present |
| Suncoast Cu | Tampa | FL | 05/2021 | Present |
| Home Maker | Tampa | FL | 07/2019 | 10/2019 |
| Us Health Insurance | Tampa | FL | 10/2019 | 03/2020 |
| Home Maker | Tampa | FL | 03/2020 | 08/2020 |
| The Tire Choice | Tampa | FL | 08/2020 | 05/2021 |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Registered Admin 2)05/18/2022 - Suncoast Credit Union-Investment Related- At Reported Business Location(s)- Financial Institution Duty- Financial Services Assistant - Start Date- 5/17/2021 -160 Hours Per Month/ 160 Hours During Securities Trading 3)08/24/2022 - HLR Trucking - Not Investment Related - 4021 Greenmark Ln, Valrico, FL 33596 - Outside/W-2 Employment - Finance Supervisor - Start Date - 07/22/2022 - 40 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2016-10-03 |
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