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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2024-06-13 |
Branch Locations
3201 Sw 34Th Ave, Suite 105, Ocala, FL 34474 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Ocala | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ocala | FL | 11/2016 | 08/2018 |
| Ameriprise Financial Services, Inc. | Ocala | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Ocala | FL | 03/2020 | 06/2024 |
| Lpl Financial Llc | Ocala | FL | 06/2024 | Present |
1) 06/07/2024 - CT Health Group LLC dba GameDay Mens Health - Business Owner - Managing member - CT - Non investment related - 19 Hours per month - Start date: 06/14/2024. 2) 04/26/2024 - ANASTASIA FAMILY HOLDINGS LLC - Real Estate Rental - Co-owner - FL 34471 - Investment related - Start date: 03/01/2019. 3) 04/26/2024 - Anastasia Restaurant Group LLC - Business Owner - Managing Member with Spouse - FL 32607 - Non investment related - 10 Hours per month - Start date: 02/01/2017. 4) 04/26/2024 - Millennial Management LLC - Business Entity For Tax/Investment Purposes Only - Owner - Non investment related - 150 Hours per month - Start date: 09/01/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-19 |
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