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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Tampa | FL | 12/2023 | 05/2026 |
| At Home Group | Clearwater | FL | 10/2021 | 11/2023 |
| Dominos | Palm Harbor | FL | 10/2020 | 10/2021 |
| Wendy's | Palm Harbor | FL | 01/2018 | 09/2020 |
| Cracker Barrel | Tampa | FL | 04/2017 | 12/2017 |
| Full Time Student | Tarpon Springs | FL | 08/2015 | 05/2019 |
| U-Vest Financial | Clearwater | FL | 06/2026 | Present |
| Lpl Financial | Clearwater | FL | 06/2026 | Present |
1. 06/2026 – U-Vest Financial– DBA for LPL Business (entity for LPL business) – Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 6/29/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-23 |
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