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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-09 |
| FL | RA | APPROVED | 2022-01-04 |
| NH | RA | APPROVED | 2021-11-15 |
Branch Locations
603 Village Blvd. Suite 101, West Palm Beach, FL 33409 • United States
127 North Congress Ave, Boynton Beach, FL 33436 • United States
874 Sw St Lucie West Blvd, Port St Lucie, FL 34986 • United States
11375 Legacy Ave, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | West Lebanon | NH | 07/2015 | 11/2021 |
| Flagstar Bank N.A. | West Palm Beach | FL | 11/2021 | Present |
| Lpl Financial Llc | Lebanon | NH | 11/2021 | Present |
1. 02/02/2024 - Flagstar Wealth Services - Inv related - AT Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/2/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-12 |
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