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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ussocom | Macdill Afb | FL | 02/2022 | 10/2022 |
| United States Marine Corps | Washington | DC | 05/1993 | 08/2016 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 10/2022 | 04/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 04/2023 |
| Mml Investors Services Llc | Tampa | FL | 07/2023 | 08/2024 |
| Massmutual Life Insurance Co | Tampa | FL | 04/2023 | 08/2024 |
| Pruco Securities, Llc. | Tampa | FL | 08/2024 | 11/2024 |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | Present |
| The Prudential Insurance Company Of America | Tampa | FL | 09/2024 | Present |
| Eighth Army | Camp Humphreys | 08/2016 | 02/2022 | |
| Northwestern Mutual Investment Services Llc | Riverview | FL | 10/2022 | 04/2023 |
1) 11/04/2025-Rental Property-Owner-Real Estate Rental-Inv related-At Sun City Center, FL-Start date 10/11/2025-0hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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