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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-29 |
| FL | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Bank Of Tampa | Tampa | FL | 01/2023 | Present |
| Lpl Financial Llc | Tampa | FL | 01/2023 | Present |
| Carrollwood Gold And Country Club | Carrollwood | FL | 08/2021 | 01/2023 |
| Publix | Lutz | FL | 01/2021 | 08/2021 |
| Chipotle | North Port | FL | 03/2020 | 07/2020 |
| Hollister | Port Charlotte | FL | 09/2017 | 08/2020 |
| North Port High School | North Port | FL | 08/2015 | 05/2019 |
| University Of South Florida | Tampa | FL | 07/2019 | 12/2022 |
1) 05/2023 - Bank Of Tampa - Financial Institution Duty - Inv. Related - Tampa, FL - Client Service Associate - Start Date 01/30/2023 - 160hrs/month - 100% time spent 2) 05/31/2023 - BT Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-04 |
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