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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-04 |
Branch Locations
Palm Beach Gardens, FL • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach Gardens | FL | 09/2022 | 05/2023 |
| Wells Fargo Bank, National Association | Palm Beach | FL | 10/2018 | 10/2022 |
| Pnc Bank, National Association | Delray Beach | FL | 01/2018 | 10/2018 |
| Suntrust Mortgage, Inc. | Asheville | NC | 11/2015 | 01/2018 |
| University Of Pennsylvania | Philadelphia | PA | 06/2023 | 04/2025 |
| Brown Harris Stevens | Palm Beach | FL | 10/2023 | 04/2025 |
| Total Mortgage Services, Llc | West Palm Beach | FL | 10/2023 | 04/2025 |
| Lpl Financial Llc | Jupiter | FL | 04/2025 | Present |
1) 03/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 Hrs per month - 100% Time Spent 2) 03/2025 - Brown Harris Stevens / Outside/1099 Employment / Realtor Associate / Inv Related / Palm Beach, FL 33480 / Start date 10/01/2023 -8 hrs per month - 5% time spent 3) 03/2025 - Total Mortgage Services, LLC / Outside/W-2 Employment / Mortgage Banker / Inv Related / West Palm Beach, FL 33401 / Start date 10/01/2023 - 8 hrs per month - 5% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-04 |
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