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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-10 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed Insurance Agent | Tampa | FL | 04/2008 | 06/2018 |
| Stillpoint Capital | Tampa | FL | 06/2018 | 08/2018 |
| Self Employed Insurance Agent | Tampa | FL | 09/2018 | 01/2019 |
| Sagicor Life Insurance Company | Tampa | FL | 02/2019 | 04/2019 |
| Lpl Financial Llc | Tampa | FL | 05/2019 | Present |
1. 5/22/2019 - Non Variable Life Insurance Renewals - Investment Related - Home Based - Non-Variable Insurance - Start Date: 01/01/1992 - 0 Hours Per Month/0 Hours During Securities Trading - Time Spent 0% - Receive renewal income from previously sold non variable life insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-17 |
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