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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-21 |
Branch Locations
7499 West Atlantic Ave., Delray Beach, FL 33446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 04/2017 | 06/2017 |
| Fast Trak Management | Falls Church | VA | 10/2016 | 11/2016 |
| Hollister Co | Woodbridge | VA | 12/2016 | 03/2017 |
| Unemployed | Huntersville | NC | 05/2016 | 10/2016 |
| Lpl Financial | Fort Mill | SC | 08/2017 | 08/2018 |
| Crown Castle | Charlotte | NC | 09/2018 | 03/2020 |
| Unemployed | Boynton Beach | FL | 03/2020 | 01/2022 |
| Doordash | Boynton Beach | FL | 01/2022 | 05/2023 |
| Lpl Financial | Boynton Beach | FL | 06/2023 | Present |
| Flagstar Bank N.A. | Delray Beach | FL | 01/2024 | Present |
| Unemployed | Fort Mill | NC | 06/2017 | 08/2017 |
1- 11/2024 / Flagstar Wealth Services / DBA for LPL Business (entity for LPL business) / Inv Rltd 2- 11/2024 / FLAGSTAR BANK N.A. / Financial Institution Duty / Inv Rltd / 180 hrs mnth / start 06/20/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-17 |
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