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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2020-03-09 |
Branch Locations
111 N Belcher Rd Ste 207, Clearwater, FL 33765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bahama Breeze | Tampa | FL | 04/2013 | 01/2017 |
| New York Life | Tampa | FL | 01/2017 | 11/2017 |
| Calton & Associates, Inc. | Tampa | FL | 12/2017 | 02/2020 |
| Lpl Financial, Llc | Clearwater | FL | 02/2020 | Present |
| Calton & Associates, Inc. | Tampa | FL | 12/2017 | 04/2018 |
| Calton & Associates, Inc. | Tampa | FL | 01/2018 | 02/2020 |
1. 7/8/2020 - Ackerman Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/8/2020 - 40 Hours Per Month/40 Hours During Securities Trading. 2. 12/13/2022 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - financial adviser - Start Date - 11/29/2022 - 2 Hours Per Month/0 Hours During Securities Trading 3. 07/14/2023 - Ackerman Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/03/2023 - 160 Hours Per Month/ 8 Hours During Trading 4. 12/13/2024 - American Dream CPA - Non Investment Related - Clearwater, FL - Outside/W-2 Employment - Start Date: 01/01/2025 - 20 Hours per Month/ 0Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-29 |
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