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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
1370 Oakfield Dr, Brandon, FL 33511 • United States
6804 East Hillsborough Ave, Tampa, FL 33610 • United States
901 Martin Luther King Jr Blvd, Seffner, FL 33584 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Apopka | FL | 12/2013 | 03/2017 |
| Edward Jones | St Louis | MO | 04/2017 | 08/2019 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 08/2019 | Present |
| Suncoast Cu | Tampa | FL | 08/2019 | 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-Advisor-START DATE: 08/2019-160 Hours Per Month/160 Hours During Trading-Time Spent Percent: 100%- 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 | 2017-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-14 |
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