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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U-Vest Financial | St. Petersburg | FL | 10/2022 | Present |
| Lpl Financial | Oldsmar | FL | 03/2018 | 09/2022 |
| Dicks Sporting Goods | Clearwater | FL | 07/2017 | 02/2018 |
| Ymca Of The Suncoast | Palm Harbor | FL | 05/2015 | 06/2017 |
| East Lake High School | Tarpon Springs | FL | 08/2013 | 06/2017 |
| Lpl Financial Llc | St Petersburg | FL | 12/2022 | Present |
1) 12/01/2022 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2). 04/03/2025 - AB Hauling - Not Investment related - Outside/W-2 Employment - Home Based - Start date: 05/01/2025 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-22 |
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