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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-21 |
Branch Locations
1900 S.HArbor City Boulevard Suite 341, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insurance Agent | Melbourne | FL | 09/1973 | 01/2026 |
| Mooney Financial Services | Melbourne | FL | 01/2001 | Present |
| Coordinated Capital Securities, Inc. | Madison | WI | 08/2006 | 01/2026 |
| Lpl Financial Llc | Melbourne | FL | 01/2026 | Present |
1) 01/15/2026 - Mooney Financial Services / DBA LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-05-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
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