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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moffitt Cancer Center | Tampa | FL | 03/2020 | 03/2023 |
| Compass Group | Saint Petersburg | FL | 06/2022 | 08/2022 |
| Indiana University | Bloomington | IN | 08/2017 | 05/2018 |
| University Of South Florida | Tampa | FL | 07/2018 | 03/2020 |
| Self Employed | Saint Petersburg | FL | 05/2018 | 08/2021 |
| Student | Bloomington | IN | 08/2015 | 05/2018 |
| University Of South Florida | Tampa | FL | 08/2021 | 05/2023 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2023 | 09/2025 |
| Northwestern Mutual Investment Services Llc | St Petersburg | FL | 03/2024 | 09/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2024 | 09/2025 |
| Lpl Financial | Land O' Lakes | FL | 10/2025 | Present |
| Unemployment | Tampa | FL | 06/2023 | 11/2023 |
1. 10/2025 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 140 Hrs During Trading - Saint Petersburg, FL 33702 - OBA Start Date: 10/17/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-28 |
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