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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-19 |
| FL | RA | APPROVED | 2021-07-13 |
Branch Locations
1967 State Route 34 Bldg C, Suite 101, Wall Township, NJ 07719 • United States
Estero, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Tampa | FL | 07/2017 | 08/2018 |
| Dunkin Donuts | Tampa | FL | 08/2012 | 01/2017 |
| Unemployed | Pensacola | FL | 02/2017 | 05/2017 |
| Morgan Stanley | New York | NY | 08/2018 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Ft. Myers | FL | 03/2021 | 06/2021 |
| Raymond James Financial Services, Inc. | Ft. Myers | FL | 03/2021 | 06/2021 |
| Lpl Financial, Llc | Estero | FL | 07/2021 | Present |
1) 2026-04-20 - Ferguson Asset Holdings LLC - Business Entity For Tax/Investment Purposes Only - N - 160 - 160 - at reported business location(s) - 2026-04-13 - The activity will be a pass through of my 1099 income for tax purposes. 2) 2024-05-08 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - ICGnext - DBA for LPL Business (entity for LPL business) - Y - 160 - 7 - at reported business location(s) - 2024-04-30 -
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-29 |
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