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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-28 |
| TX | RA | APPROVED_RES | 2019-05-28 |
Branch Locations
2022 E Robinson St Ste 400, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Orlando | FL | 12/2012 | 05/2019 |
| Lpl Financial Llc | Orlando | FL | 05/2019 | Present |
1. 5/24/2019 - Good Life Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 05/24/2019 - 20 Hours Per Month/1 Hour During Securities Trading - Time Spent 15%. 2. 5/24/2019 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/24/2019 - Time Spent 85%. 3. 9/4/2019 - Good Life Financial Advisors of Orlando - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/20/2019 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 9/9/2019 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 08/16/2019 - 25 Hours Per Month/2 Hours During Securities Trading. 5. 9/18/2019 - Bensey Wealth Management - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 05/24/2019 - 160 Hours Per Month/140 Hours During Securities Trading. 6. 11/20/2019 - ECA Marketing - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/31/2019 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-30 |
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