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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-06-21 |
| TX | RA | APPROVED | 2023-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Ft Myers | FL | 12/2016 | 06/2023 |
| Primerica Financial Services | Ft Myers | FL | 06/2016 | 06/2023 |
| Fitness. Health. Nutrition. Life | Sarasota | FL | 09/2015 | 09/2016 |
| Spintop Designs Dba Spinit | Sarasota | FL | 03/2008 | 09/2017 |
| Lpl Financial Llc | Sarasota | FL | 06/2023 | Present |
1) 6/07/2023- Navarro Financial - DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 6/07/2023- Navarro Lions Inc - Business Entity For Tax/Investment Purposes Only- Non-inv. Related- Sarasota, FL- Start date 3/12/2018- 200hrs/mth 3) 6/07/2023- Ieva Navarro - Mortgage/Real Estate Services - Loan origination - Non-inv. Related- Sarasota, FL - start date 5/1/2020- 22hrs/mth 4) 06/11/2026 - Ieva, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Sarasota, FL- Start date 9/1/2022- 30hrs/mth / 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2017-02-13 |
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