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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-03 |
Branch Locations
4010 W. Boy Scout Blvd. Suite 1075, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westshore Financial | Tampa | FL | 06/2024 | 08/2024 |
| Nike | Lutz | FL | 05/2023 | 08/2023 |
| Arbys | Tampa | FL | 06/2022 | 08/2022 |
| Heritage Harbour Golf And Eatery | Bradenton | FL | 11/2019 | 08/2021 |
| The Links At Greenfield Plantation | Bradenton | FL | 10/2017 | 04/2019 |
| University Of South Florida | Tampa | FL | 08/2021 | 05/2025 |
| Lpl Financial, Llc. | Tampa | FL | 07/2025 | Present |
| Unemployed | Bradenton | FL | 07/2015 | 10/2017 |
| Unemployed | Bradenton | FL | 04/2019 | 11/2019 |
1. 07/24/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - TAMPA, FL - INV REL - Start Date 07/16/2025 - 160hrs/mth 2. 07/24/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - TAMPA, FL - INV REL - Start Date 07/16/2025 - 160hrs/mth 3. 01/12/2026-Destination Financial Strategies-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 01/01/2026-1hrs/mth-1hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-02 |
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