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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Home Mortgage | West Palm Beach | FL | 01/2016 | 01/2017 |
| Primerica Financial Services | Boca Raton | FL | 07/2016 | 07/2017 |
| Pfs Investments Inc. | Boca Raton | FL | 08/2016 | 07/2017 |
| Independent Financial Partners | Wellington | FL | 08/2017 | 01/2019 |
| Independent Advisor Alliance, Llc | Wellington | FL | 01/2019 | 10/2020 |
| Pruco Securities, Llc. | Miami | FL | 09/2024 | 11/2024 |
| Lplfinancial | Wellington | FL | 08/2017 | 02/2021 |
| Aegis Wealth Management | Guthrie Center | IA | 01/2021 | 09/2023 |
| Jet Direct Mortgage | Bay Shore | NY | 09/2023 | 07/2024 |
| Buckingham Mortgage | Mclean | VA | 07/2024 | Present |
| The Prudential Insurance Company Of America | Miami | FL | 11/2024 | Present |
| Lpl Enterprise, Llc | Fort Mill | SC | 11/2024 | Present |
1) 05/09/2025-1909-Advisory Board Member-Not inv related-At West Palm Beach, FL-Start date 05/05/2025-2hrs/mth-0hrs/mth during trading 2) 08/21/2025-Hoot Home Loans-Senior Loan Officer-Mortgage/Real Estate Services-At Los Angeles, CA-Start date 08/04/2025-hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-30 |
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