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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services, Inc. | Waverly | IA | 06/2018 | Present |
| Suncoast Credit Union | Tampa | FL | 06/2018 | Present |
| Humana | Tampa | FL | 09/2017 | 05/2018 |
| Unemployed | Tampa | FL | 08/2016 | 09/2017 |
| Uber Eats | San Fransisco | CA | 04/2021 | Present |
| Lpl Financial Llc | Tampa | FL | 05/2022 | Present |
1)05/18/2022 - Suncoast Investment Services- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)- Registered Admin 2)05/18/2022 - No Business Name -Investment Related- At Reported Business Location(s) - Financial Institution Duty - Start Date - 2018 - Time Spent 100% 3)05/18/2022 - Suncoast -Investment Related- Tampa, FL 33610 - Notary - Notary - Start Date - 2019 4)05/18/2022 - Suncoast Credit Union - Investment Related- At Reported Business Location(s) - Financial Institution Duty- Financial Services Assistant - Start Date- 2018 5)05/18/2022 - Uber Eats - Investment Related- San Fransisco CA 94103 - Outside/W-2 Employment - Driver/Delivery - Start Date- 04/19/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-26 |
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