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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-07 |
Branch Locations
855 21St Street, Vero Beach, FL 32960 • United States
2100 South Parrot Avenue, Okeechobee, FL 34974 • United States
2100 South Parrot Avenue, Okeechobee, FL 34974 • United States
5001 Okeechobee Rd., Fort Pierce, FL 34947 • United States
3240 Cardinal Drive, Vero Beach, FL 32963 • United States
2600 Us Hwy 27, Sebring, FL 33870 • United States
7722 Sr 544 E, Winter Haven, FL 33881 • United States
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 |
|---|---|---|---|---|
| Nbc Securities, Inc. | Vero Beach | FL | 11/2014 | 09/2020 |
| Lpl Financial Llc | Vero Beach | FL | 09/2020 | Present |
| South State Bank (Formerly: Centerstate) | Vero Beach | FL | 11/2014 | Present |
1. 9/17/2020 - CenterState Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 3/15/2021 - SouthState Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/17/2020 - 160 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-13 |
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