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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-05-26 |
Branch Locations
750 N Central Avenue, Umatilla, FL 32784 • United States
27524 Us Hwy 27, Leesburg, FL 34748 • United States
1303 N New Hampshire Ave, Tavares, FL 32778 • United States
13609 N Us Hwy 441, The Villages, FL 32159 • United States
19010 Us Highway 441, Mount Dora, FL 32757 • United States
515 W Main Street, Leesburg, FL 34748 • United States
224 Us 27 & 441, Lady Lake, FL 32159 • United States
1510 E. Hwy 50, Clermont, FL 34711 • United States
24510 S. R. 40, Astor, FL 32102 • United States
10021 Cr 44 West, Leesburg, FL 34788 • United States
1071 South Hwy 301, Wildwood, FL 34785 • United States
2701 S Bay St, Eustis, FL 32726 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mount Dora | FL | 01/2019 | 05/2021 |
| Trustco Bank | Leesburg | FL | 05/2014 | 01/2019 |
| Collier Financial Services With Raymond James | Mount Dora | FL | 02/2021 | 05/2021 |
| Lpl Financial, Llc | Eustis | FL | 05/2021 | Present |
| United Southern Bank | Eustis | FL | 05/2021 | Present |
1. 6/10/2021 - USB Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/11/2021 - 120 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-08 |
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