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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Winter Haven | FL | 07/2008 | 03/2026 |
| Lpl Financial Llc | Winter Haven | FL | 03/2026 | Present |
1) 03/04/2026- Hajanata Investments LLC - Real Estate Rental - property owner- Inv. Related- Winter Haven, FL - start date 4/15/2008 - 1hr/mth - s0hrs/during trading. 2) 03/04/2026 -Summer Sanctuary LLC - Real Estate Rental- Property co-owner - Inv. Related- Fort Pierce, FL - start date 8/12/2020- 1hr/mth - 0hrs/during trading. 3) 03/04/2026 - HILLBILLY HOLDINGS LLC - Business Entity For Tax/Investment Purposes Only- Sole owner - Not-Inv. Related- Winter Haven, FL - start date 5/13/2014 - 0hrs/mth 0hrs/during trading. 4) 03/04/2026- Circle T Holdings LLC - Business co-owner -Non-Inv. Related - Winter Haven, Fl - start date 6/11/2019- 1hr/mth - 0hrs/during trading 5) 03/04/2026 - Renegade Storage, LLC - Business Entity For Tax/Investment Purposes Only- Co-owner - Not-Inv. Related- Winter Haven, FL - start date 9/11/2018- 0hrs/mth - 0hrs/during trading. 6) 03/04/2026 - Paxara Wealth Partners - Other - Not Investment Related - At Reported Business Location(s) - Start Date 03/04/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-23 |
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