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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-11 |
| AL | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED_RES | 2023-02-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Money Matters Of Tampa | Tampa | FL | 12/1991 | Present |
| Summit Brokerage Services Inc | Tampa | FL | 03/2009 | 09/2019 |
| Summit Financial Group Inc | Tampa | FL | 03/2009 | 09/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 02/2023 |
| Lpl Financial Llc | Tampa | FL | 02/2023 | Present |
1) 12/2022 - The Money Coach LLC, DBA Money Matters of Tampa - DBA for LPL Business (entity for LPL business) - Inv. Related - Tampa, FL 2) 12/2022 - Money Matters - DBA for LPL Business (entity for LPL business) - Inv. Related - Tampa, FL 3) 12/2022 - Non-Variable Insurance - Inv. Related - Tampa, FL - Universal life and term insurance - Start date 08/25/1982 - 12-16 hrs/month 4) 12/2022 - The Money Coach LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Tampa, FL - Owner - Start Date - 01/05/2009 - 180hrs/month 5) 12/2022 - Ronald Clark - Real Estate Rental - Inv. Related - 401 E. Sligh Ave. Tampa FL 33604 - Owner of Real Estate Rental - Start Date 01/15/1991 - 15hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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