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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2023-08-17 |
Branch Locations
1401 South Florida Avenue, Lakeland, FL 33803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank | Lakeland | FL | 12/2015 | 02/2017 |
| Jp Morgan Chase | Lakeland | FL | 02/2017 | 07/2018 |
| Jpmorgan Securities Llc | Lakeland | FL | 02/2017 | 07/2018 |
| Usmc | Orlando | FL | 09/2015 | 11/2017 |
| Ameriprise Financial Services, Inc. | Lakeland | FL | 07/2018 | 08/2023 |
| Lpl Financial Llc | Lakeland | FL | 08/2023 | Present |
1. 01/02/2024 - Andrew Logans Confections LLC - Other - Bakery/Dessert - Owner/ Manager - Not Investment Related - 502 E Main St, Lakeland, FL 33801 - Start Date 04/14/2023 - 32 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-03 |
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