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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-27 |
Branch Locations
3600 West Hillsboro Blvd, Deerfield Beach, FL 33442 • United States
1536 A South Federal Hwy, Delray Beach, FL 33483 • United States
5550 Glades Rd #100, Boca Raton, FL 33431 • United States
3001 University Dr, Coral Springs, FL 33065 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Miami | Coral Gables | FL | 09/2005 | 04/2017 |
| The Psych Firm | Delray Beach | FL | 05/2017 | 05/2018 |
| Raymond James & Associates, Inc. | Boca Raton | FL | 07/2018 | 06/2020 |
| David Lerner Associates | Boca Raton | FL | 06/2018 | 07/2018 |
| Lpl Financial Llc | Deerfield Beach | FL | 04/2021 | Present |
| Unemployed | Deerfield Beach | AZ | 06/2020 | 04/2021 |
1. 02/02/2024 - Flagstar Wealth Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-03 |
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