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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-23 |
| FL | RA | APPROVED | 2019-04-02 |
Branch Locations
2194 Hwy A1A, Ste 105, Indian Harbour Beach, FL 32937 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Satellite Beach | FL | 12/2006 | 04/2019 |
| Lpl Financial Llc | Satelite Beach | FL | 04/2019 | Present |
1)02/20/2019 - Schneider Financial Group Inc. - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2007 2)02/20/2019 - Coquina Point - Real Estate Rental - Satellite Beach, FL - inv rel - start: 02/2004
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-05 |
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