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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2024 | 10/2024 |
| Light Service And Video Repair | Tarpon Springs | FL | 05/2023 | 08/2023 |
| Emcee | Remote | FL | 05/2023 | 08/2023 |
| Datz | Tampa | FL | 05/2022 | 08/2022 |
| Cutco | Tampa | FL | 05/2020 | 08/2020 |
| Yogurt Mountain | Tampa | FL | 01/2020 | 03/2020 |
| Fit2Run | Tampa | FL | 10/2019 | 11/2019 |
| Walk Ons | Tuscaloosa | AL | 08/2023 | 08/2023 |
| Steinbrenner High School | Odessa | FL | 08/2016 | 05/2017 |
| Academy Of The Holy Names | Tampa | FL | 08/2017 | 08/2019 |
| Steinbrenner High School | Odessa | FL | 08/2019 | 05/2020 |
| The University Of Alabama | Tuscaloosa | AL | 08/2020 | 05/2024 |
| Nordstrom Rack | Jacksonville | FL | 10/2024 | 12/2024 |
| Mckinley Wealth Management | Ponte Vedra | FL | 01/2025 | 01/2026 |
| Firefighters First Credit Union | Pasadena | CA | 03/2026 | Present |
| Lpl Financial | Pasadena | CA | 04/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Firehouse Financial - Inv Rel - At Reported Business Location (s) - Start Date: 03/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-05-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
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