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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-08 |
Branch Locations
7465 Vanderbilt Beach Road, Naples, FL 34119 • United States
2728 Horseshoe Dr North, Naples, FL 34104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Naples | FL | 01/2017 | 08/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | 01/2017 |
| Allstate Ted Todd Insurance | Bonita Springs | FL | 09/2018 | 12/2018 |
| Gabor Agency | Fort Myers | FL | 12/2018 | 05/2023 |
| Lincoln Investment Planning, Llc | Fort Washington | PA | 12/2018 | 05/2023 |
| Suncoast Credit Union | Fort Myers | FL | 05/2023 | Present |
| Lpl Financial | Fort Myers | FL | 05/2023 | Present |
1) 04/2023 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-05 |
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