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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-03
  • FL RA
    APPROVED
    Since 2025-09-03

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 06/2024 → 08/2024
    Westshore Financial
    Tampa, FL
  • 05/2023 → 08/2023
    Nike
    Lutz, FL
  • 06/2022 → 08/2022
    Arbys
    Tampa, FL
  • 11/2019 → 08/2021
    Heritage Harbour Golf And Eatery
    Bradenton, FL
  • 10/2017 → 04/2019
    The Links At Greenfield Plantation
    Bradenton, FL
  • 08/2021 → 05/2025
    University Of South Florida
    Tampa, FL
  • 07/2025 → Present
    Lpl Financial, Llc.
    Tampa, FL
  • 07/2015 → 10/2017
    Unemployed
    Bradenton, FL
  • 04/2019 → 11/2019
    Unemployed
    Bradenton, FL
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-02
  • S66 Uniform Combined State Law Examination
    2025-09-02

View on SEC IAPD

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