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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-29 |
Branch Locations
1035 Crosspointe Dr, Naples, FL 34110 • United States
2728 Horseshoe Dr North, Naples, FL 34104 • United States
3655 Pine Ridge Rd, Naples, FL 34119 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Israel Discount Bank | Aventura | FL | 05/2015 | 07/2018 |
| Morgan Stanley | Plantation | FL | 10/2018 | 04/2019 |
| New York Life | Plantation | FL | 07/2019 | 06/2020 |
| Unemployed | Pembroke Pines | FL | 05/2019 | 06/2019 |
| Unemployed | Pembroke Pines | FL | 08/2018 | 09/2018 |
| Northwestern Mutual | Milwaukee | WI | 05/2021 | 12/2022 |
| Mutual Of Omaha Advisors | Coral Gables | FL | 03/2023 | 06/2023 |
| Unemployed | Pembroke Pines | FL | 01/2023 | 03/2023 |
| Unemployed | Pembroke Pines | FL | 07/2020 | 09/2020 |
| Tapfin/Ey | Miami | FL | 09/2023 | 09/2023 |
| Prudential-Bruco Sec | Boca Raton | FL | 10/2020 | 05/2021 |
| Wyzant | Chicago | IL | 08/2020 | Present |
| Suncoast Credit Union | Naples | FL | 02/2024 | Present |
| Private Wealth Advisory - Self Employed | Ave Maria | FL | 11/2023 | 01/2024 |
| Lpl Financial Llc | Naples | FL | 02/2024 | Present |
1) 02/26/2024 - Suncoast Investment Services - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 02/2024 2) 02/27/2024 - Wyzant - Private Wealth Advisory - Finra License Tutoring - Non-Inv Rel - Start: 07/2019 - 4 Hr/Mth 3) 02/27/2024 - Private Wealth Advisory LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Maria, FL - Start: 3/2021 - 6 Hr/Mth 4) 12/20/2024 - Ave Maria University - Other - Adjunct Professor - Investment Related - Ave Maria, FL - Start Date 01/13/2025 - 3 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-07 |
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