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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Saint Petersburg | FL | 11/2021 | 02/2025 |
| Kahn - Little Consulting, Llc | Key Biscayne | FL | 10/2014 | 12/2021 |
| Investcloud | Tampa | FL | 01/2020 | 09/2020 |
| Lpl Financial | Brandon | FL | 02/2025 | Present |
1 - 03/2025 - Kahn Little LLC - Business Owner - Not Inv Related - FL 33510 - OBA Start Date: 08/24/2015.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-27 |
| S65 | Uniform Investment Adviser Law Examination | 2025-02-18 |
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