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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-07 |
Branch Locations
620 E. Bloomingdale Avenue, Brandon, FL 33511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Heath Wealth Management Llc | Brandon | FL | 06/2020 | Present |
| Shaughnessy Law Pllc | Brandon | FL | 03/2006 | Present |
| Lpl Financial Llc | Brandon | FL | 06/2020 | Present |
1)09/16/2022 - Shaughnessy Law PLLC - For-Profit Board Member - Non-Inv Rel - Brandon, FL - Start: 01/2006 2)2/27/2023 - Generational Wealth of Tampa Bay - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/31/2023 - 10 Hours Per Month/10 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-20 |
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