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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
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 |
|---|---|---|---|---|
| Us Air Force | Washington Dc | DC | 07/1997 | 07/2017 |
| Mcadams Financial | Tampa | FL | 03/2018 | 06/2018 |
| Us Air Force - Retired | Riverview | FL | 07/2017 | 03/2018 |
| Ifs Securities Inc. | Atlanta | GA | 06/2018 | 03/2019 |
| Florida Financial Advisors | Tampa | FL | 03/2019 | 10/2019 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 09/2019 | 12/2021 |
| Unemployed | Riverview | FL | 12/2021 | 10/2022 |
| Transamerica Capital, Inc. | Denver | CO | 10/2022 | 04/2023 |
| Tata Consultancy Services (Tcs) | Hiawatha | IA | 10/2022 | 04/2023 |
| The Prudential Insurance Company Of America | Tampa | FL | 01/2024 | Present |
| Pruco Securities Llc | Tampa | FL | 01/2024 | 11/2024 |
| Unemployed | Riverview | FL | 04/2023 | 01/2024 |
| Lpl Enterprise, Llc | Tampa | FL | 11/2024 | Present |
1) 12/04/2024- Aligned Cognition Healthcare Services- Distribute and collect medical billing notices- Outside/W-2 Employment- Not INV Related- Tampa, FL- Start Date 01/18/2024- 20hrs/mth- 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-12 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-31 |
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