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Edward Allan Knowles

LPl Financial LLC

Tallahassee, FL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-20
FL RA APPROVED 2026-04-27
  • TX RA
    APPROVED_RES
    Since 2026-05-20
  • FL RA
    APPROVED
    Since 2026-04-27

Branch Locations

1680 Metropolitan Circle, Tallahassee, FL 32308 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Private Wealth Management & Consulting Tallahassee FL 08/2012 Present
Kestra Financial Services, Inc. Tallahasee FL 04/2016 02/2018
Securities America, Inc. Tallahassee FL 02/2018 06/2024
Securities America Advisors Tallahassee FL 02/2018 06/2024
Osaic Wealth, Inc. Tallahassee FL 06/2024 04/2026
Lpl Financial Tallahassee FL 04/2026 Present
  • 08/2012 → Present
    Private Wealth Management & Consulting
    Tallahassee, FL
  • 04/2016 → 02/2018
    Kestra Financial Services, Inc.
    Tallahasee, FL
  • 02/2018 → 06/2024
    Securities America, Inc.
    Tallahassee, FL
  • 02/2018 → 06/2024
    Securities America Advisors
    Tallahassee, FL
  • 06/2024 → 04/2026
    Tallahassee, FL
  • 04/2026 → Present
    Lpl Financial
    Tallahassee, FL
Previous Registrations
  • 2024-06-14 → 2026-04-28
    St. Petersburg, FL
    Tallahassee, FL
  • 2018-02-08 → 2024-06-14
    Securities America Advisors, Inc.
    Tallahassee, FL
    Tallahassee, FL
  • 2016-04-27 → 2018-02-05
    Tallahassee, FL
  • 2013-03-19 → 2016-09-22
    Kestra Investment Services, Llc
    Tallahassee, FL
    Destin, FL
    Tallahassee, FL
  • 2000-08-07 → 2004-10-07
    Morgan Stanley Dw Inc.
    Tallahassee, FL
Other Businesses

1. 04/2026 - Private Wealth Management & Consulting LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/24/2026 2. 04/2026 - U-Vest Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 8 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 4/24/2026 3. 04/2026 - Knowles Kennels - Business Owner - Not Inv Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - Tallahassee, FL, 32312 - OBA Start Date: 07/01/2022 4. 04/2026 - PWMC INS - Non-Variable Insurance - Inv Related - 20 Hour(s)/Month - 5 Hour(s) During Trading - Tallahassee, FL, 32308 - OBA Start Date: 01/01/2018 5. 04/2026 - PWMC Holdings - Business Entity For Tax/Investment Purposes Only - Inv Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - Tallahassee, FL, 32308 - OBA Start Date: 11/24/2021 6. 06/11/2026 - Highland Capital Brokerage - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/12/2026 - 4 hours per month/ during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-15
S66 Uniform Combined State Law Examination 2000-09-07
  • S65 Uniform Investment Adviser Law Examination
    2013-03-15
  • S66 Uniform Combined State Law Examination
    2000-09-07
Other Names
  • Eddie Allan Knowles

View on SEC IAPD

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