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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
2100 Southbridge Parkway Suite 650, Birmingham, AL 35209 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2100 Southbridge Parkway Suite 650, Birmingham, AL 35209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Birmingham | AL | 06/2016 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Birmingham | AL | 06/2016 | 10/2025 |
| Gentle Family Wealth Partners, Llc | Birmingham | AL | 06/2016 | 11/2017 |
| Lpl Financial Llc | Birmingham | AL | 10/2025 | Present |
1.10/13/2025; Jeremy Gentle; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 10/24/2017; 1hrs/mth; hrs during trading 2.10/13/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Gentle Family Wealth Partners, LLC; Investment Related; at Reported Business Location(s); Start Date 10/13/2025; hrs/mth; hrs during trading 3.08/24/2026; Jeremy Shawn Gentle & Jennifer Hubert Gentle JTWROS; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 08/21/2026; 0hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-02 |
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