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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-14 |
Branch Locations
7100 W Camino Real Ste 302-21, Boca Raton, FL 33433 • United States
Pompano Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Power Financial Credit Union | Hialeah | FL | 02/2001 | 06/2017 |
| Cuso Financial Services, L. P. | San Diego | CA | 02/2001 | 06/2017 |
| Lpl Financial, Llc | Boca Raton | FL | 06/2017 | Present |
| Independent Advisor Alliance, Llc | Boca Raton | FL | 06/2017 | 03/2019 |
1. 5/4/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 03/28/2018 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-02 |
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