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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 10/2014 | 11/2016 |
| Usaa Financial Planning Services Inc | Tampa | FL | 02/2017 | 08/2018 |
| Usaa Financial Advisors Inc. | Tampa | FL | 11/2016 | 08/2018 |
| Usaa Investment Management Company | Tampa | FL | 01/2018 | 08/2018 |
| Suncoast Credit Union | Tampa | FL | 11/2018 | Present |
| Cuna Brokerage Services, Inc. | Waverly | IA | 11/2018 | Present |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1) 05-18-2022-Suncoast CU/Members Trust-Investment Related- At Reported Business Location(s) Financial Institution Duty-Service Associate-START DATE: 11/2018-160 Hours Per Month/160 Hours During Trading. 2) 05-18-2022-Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-02 |
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