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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-23 |
| TX | RA | APPROVED | 2024-08-22 |
Branch Locations
2120 34Th St South, St Petersburg, FL 33711 • United States
12450 Roosevelt Blvd N, St. Petersburg, FL 33716 • United States
1875 N Belcher Rd. Ste 100, Clearwater, FL 33765 • United States
10405 Gibsonton Drive, Riverview, FL 33578 • United States
150 Teco Rd, Ruskin, FL 33570 • United States
14391 S Us Highway 301, Wimauma, FL 33610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Worcester | MA | 07/2017 | 07/2018 |
| Massmutual Life Insurance Company | Worcester | MA | 06/2017 | 07/2018 |
| Zenya | Quincy | MA | 01/2017 | 05/2017 |
| Elon University | Elon | NC | 08/2013 | 12/2016 |
| Securities America, Inc. | Braintree | MA | 07/2018 | 08/2019 |
| The Patriot Financial Group Insurance Agency, Llc Dba Generation | Braintree | MA | 08/2018 | 08/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 08/2019 | 12/2023 |
| Generations Retirement Group | Braintree | MA | 07/2018 | 12/2023 |
| Baystate Financial | Worcester | MA | 06/2017 | 07/2018 |
| Corman Financial Planning | Tampa | FL | 12/2023 | 07/2024 |
| Creativeone Wealth | Northboro | MA | 12/2023 | 07/2024 |
| Suncoast Credit Union | Riverview | FL | 07/2024 | Present |
| Lpl Financial Llc | Riverview | FL | 07/2024 | Present |
1- 07/2024 / Suncoast Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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