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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-05 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tidal Wave Truck Co | Kearny | NJ | 01/2014 | 12/2021 |
| Baylor University | Waco | TX | 08/2016 | 08/2021 |
| Ubs Financial Services Inc | Charlotte | NC | 01/2022 | 02/2025 |
| Lpl Financial | Palm Beach Gardens | FL | 03/2025 | Present |
1) 02/2025 - M & M Trucking / Other - Business Owner / Non Inv Related / West Palm Beach FL 44305 / Start date 03/20/2025 - 90 Hrs 2) 03/2025 - ANA FINANCIAL CONSULTANTS - DBA for LPL Business (entity for LPL business) - Investment Related - Palm Beach Gardens, FL 33418 - Start Date 02/28/2025 - Hours per month 160 - Time 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-21 |
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