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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-20 |
Branch Locations
1819 Short Branch Dr Ste 101, Trinity, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | St. Petersburg | FL | 07/2014 | 05/2017 |
| Pizza @ Tyrone Square | St. Petersburg | FL | 05/2017 | 04/2019 |
| Unemployed | Tallahassee | FL | 04/2019 | 09/2021 |
| Southwood Golf Club | Tallahassee | FL | 09/2021 | 05/2023 |
| Unemployed | St. Petersburg | FL | 05/2023 | 09/2023 |
| Lpl Financial Llc | Trinity | FL | 07/2024 | Present |
| Wealth Bridge Financial Group Dba For Lpl | Trinity | FL | 09/2023 | 07/2024 |
1) 08/01//2024 - WEALTH BRIDGE FINANCIAL GROUP / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) - Start Date 10/16/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-18 |
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