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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-18 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-29 |
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