Best Investors Account Sign in

Lisan Nicola Michelle Burney

LPl Enterprise, LLC

Tampa, FL

Claim This Profile
Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-18
  • FL RA
    APPROVED
    Since 2025-08-18

Branch Locations

4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Command Brokerage Services, Inc Fort Worth TX 05/2023 04/2024
New Image Dentistry (North American Dental Aliance Group/Adp) Palm Bay FL 08/2018 Present
Pacific Dental Services (Winter Haven/Davenport Modern Dentistry Winter Haven/Davenport FL 12/2021 06/2023
Tempmee (Gotu) Palm Bay FL 03/2023 Present
Exp Realty Llc Jacksonville FL 07/2020 05/2024
Premium Properties Real Estate Services Orlando FL 07/2019 07/2020
Primerica Palm Bay FL 07/2020 10/2020
Usaf Colorado Springs CO 12/1997 08/2018
Sunnyside Home Solutions Llc Palm Bay FL 03/2018 03/2025
Stellar Family Dentistry Palm Bay FL 10/2023 07/2024
First Command Brokerage Services, Inc Fort Worth TX 04/2024 04/2025
First Command Advisory Services, Inc Fort Worth TX 04/2024 04/2025
First Command Insurance Services, Inc Fort Worth TX 04/2024 04/2025
Prudential Advisors Palm Bay FL 07/2025 Present
Lpl Enterprise Llc Tampa FL 07/2025 Present
  • 05/2023 → 04/2024
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 08/2018 → Present
    New Image Dentistry (North American Dental Aliance Group/Adp)
    Palm Bay, FL
  • 12/2021 → 06/2023
    Pacific Dental Services (Winter Haven/Davenport Modern Dentistry
    Winter Haven/Davenport, FL
  • 03/2023 → Present
    Tempmee (Gotu)
    Palm Bay, FL
  • 07/2020 → 05/2024
    Exp Realty Llc
    Jacksonville, FL
  • 07/2019 → 07/2020
    Premium Properties Real Estate Services
    Orlando, FL
  • 07/2020 → 10/2020
    Primerica
    Palm Bay, FL
  • 12/1997 → 08/2018
    Usaf
    Colorado Springs, CO
  • 03/2018 → 03/2025
    Sunnyside Home Solutions Llc
    Palm Bay, FL
  • 10/2023 → 07/2024
    Stellar Family Dentistry
    Palm Bay, FL
  • 04/2024 → 04/2025
    First Command Brokerage Services, Inc
    Fort Worth, TX
  • 04/2024 → 04/2025
    First Command Advisory Services, Inc
    Fort Worth, TX
  • 04/2024 → 04/2025
    First Command Insurance Services, Inc
    Fort Worth, TX
  • 07/2025 → Present
    Prudential Advisors
    Palm Bay, FL
  • 07/2025 → Present
    Tampa, FL
Previous Registrations
Other Businesses

1. 07/03/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Palm Bay, FL - Start Date 07/03/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 2. 07/03/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Palm Bay, FL - Start Date 07/03/2025 - 160 HRS/MO | 160 HRS/MO DURING TRADING 3. 07/03/2025 - Veterans of Foreign Wars Post 8116 - Non-Profit Board Member - NOT INV REL - Cocoa, FL - Start Date 09/13/2024 - 3 HRS/MO | 1 HR/MO DURING TRADING 4. 07/03/2025 - Accelerate/Ascend Brevard - Non-profit volunteer (not on board) - NOT INV REL - Merritt Island, FL - Start Date 06/13/2025 - 4 HRS/MO | 4 HRS/MO DURING TRADING 5. 07/03/2025 - GoTu (Tempmee) - Outside/W-2 Employment - NOT INV REL - Miami, FL - Start Date 02/15/2023 - 8 HRS/MO | 8 HRS/MO DURING TRADING 6. 07/03/2025 - New Image Dentistry - Outside/W-2 Employment - NOT INV REL - Palm Bay, FL - Start Date 08/23/2018 - 50 HRS/MO | 32 HRS/MO DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-09
S63 Uniform Securities Agent State Law Examination 2024-01-29
  • S65 Uniform Investment Adviser Law Examination
    2024-03-09
  • S63 Uniform Securities Agent State Law Examination
    2024-01-29
Other Names
  • Lisan Nicola Michelle Ingram-Burney
  • Lisan Nicola Michelle Ingram
  • Lisan Burney

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor