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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Enterprise Llc | Orlando | FL | 06/2026 | Present |
| The Fathers Table | Sandford | FL | 02/2026 | Present |
| Concert Golf Partners | Lake Murray | FL | 05/2026 | Present |
| Mtmr Surgical Group Llc | South Miami | FL | 01/2018 | Present |
| Coty | Sanford | NC | 11/2015 | 02/2017 |
| Artera | Cary | NC | 02/2017 | 01/2018 |
| Railinc | Cary | NC | 01/2018 | 02/2019 |
1. 6/5/2026 - MAAN HALEES N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Lake Mary FL - OBA Start date: 06/05/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 6/5/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Lake Mary FL - OBA Start date: 06/05/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 6/5/206 - The Fathers Table - Outside/W-2 Employment - NOT INV REL - Sanford FL - OBA Start date: 02/16/2026 - 30 Hour(s)/Month – 0 Hour(s) During Trading 4. 6/5/2026 - Concert Golf Partners - Outside/W-2 Employment - NOT INV REL - Lake Mary FL - OBA Start date: 05/21/2026 - 30 Hour(s)/Month – 0 Hour(s) During Trading 5. 6/5/2026 - MTMR Surgical Group LLC - Outside/W-2 Employment - NOT INV REL - South Miami FL - OBA Start date: 01/01/2018 - 20 Hour(s)/Month – 0 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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