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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 06/2010 | 03/2022 |
| Citizens Securities, Inc. | Westwood | MA | 03/2022 | 07/2024 |
| Seacoast Bank | Boca Raton | FL | 05/2025 | Present |
| Lpl Financial Llc | Boca Raton | FL | 05/2025 | Present |
| Unemployed | Deerfield Beach | FL | 07/2024 | 05/2025 |
1. Start Date: 5/27/2025 - Seacoast Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 0 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-12 |
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