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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-07 |
Branch Locations
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL 33021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach | FL | 07/2019 | 08/2019 |
| Brotman Nusbaum Ibrahim | Boca Raton | FL | 08/2017 | 04/2018 |
| Unemployed | West Palm Beach | FL | 04/2018 | 07/2019 |
| University Of Florida Levin College Of Law | Gainesville | FL | 08/2016 | 08/2017 |
| Pressly, Pressly, & Randolph, Pa | West Palm Beach | FL | 05/2016 | 08/2016 |
| University Of Florida Levin College Of Law | Gainesville | FL | 08/2015 | 05/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2019 | 10/2022 |
| Lpl Financial Llc | Hollywood | FL | 08/2023 | Present |
| Smartx Advisory Solutions, Llc | West Palm Beach | FL | 10/2022 | 08/2023 |
1) 08/14/2023 - Financial Design Resource Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-11 |
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