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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-26 |
| FL | RA | APPROVED | 2022-06-24 |
Branch Locations
1729 S. Tamiami Trail, Venice, FL 34293 • United States
19501 Cochran Blvd, Port Charlotte, FL 33948 • United States
2310 Tamiami Trail, Punta Gorda, FL 33950 • United States
6536 E Hillsborough Ave, Tampa, FL 33610 • United States
8700 East State Rd 70, Bradenton, FL 34202 • United States
6367 Manatee Avenue West, Bradenton, FL 34209 • United States
6001 26Th Street West, Bradenton, FL 34207 • United States
4451 Aidan Ln Ste 100, North Port, FL 34287 • United States
23141 Harborview Road, Port Charlotte, FL 33980 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Plant City | FL | 01/2016 | 04/2017 |
| Sii | Lakeland | FL | 04/2017 | 11/2018 |
| Royal Alliance Associates, Inc. | Lakeland | FL | 11/2018 | 06/2022 |
| Lpl Financial | Tampa | FL | 06/2022 | Present |
| Suncoast Credit Union | Tampa | FL | 06/2022 | Present |
1-06/2022 / Suncoast Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Tampa. FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-01 |
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