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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-22 |
Branch Locations
345 E. Main Street, Apopka, FL 32703 • United States
1000 E. Hwy 50, Clermont, FL 34711 • United States
2722 E. Burleigh Blvd, Eustis, FL 32726 • United States
175 W. Granada Blvd., Ormond Beach, FL 32174 • United States
2839 Clayton Crossing Way, Oviedo, FL 32765 • United States
3791 W. 1St Street (Sr 46), Sanford, FL 32771 • United States
965 Central Avenue, St. Petersburg, FL 33701 • United States
1031 W Morse Blvd Ste 323, Winter Park, FL 32789 • United States
715 Indian Rocks Rd. N, St. Petersburg, FL 33770 • United States
175 Timacuan Blvd., Lake Mary, FL 32746 • United States
2695 W. State Road 434, Longwood, FL 32779 • United States
541 S. Orlando Avenue, Maitland, FL 32751 • United States
6752 Conroy Windermere Rd., Orlando, FL 32835 • United States
250 North Orange Ave. Suite 100, Orlando, FL 32801 • United States
13207 W. Colonial Drive, Winter Garden, FL 34787 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seacoast National Bank | Winter Park | FL | 05/2016 | Present |
| Invest Financial Corporation | Tampa | FL | 07/2016 | 11/2017 |
| Lpl Financial Llc | Winter Park | FL | 11/2017 | Present |
1)11/07/2017 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s). 2) 6/18/2018 - Seacoast Bank - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Wealth Advisor - Start Date: 08/01/2017 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-09-17 |
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