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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-01 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
700 Central Ave. Ste 302, St.PEtersburg, FL 33701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Clearwater | FL | 09/2008 | 04/2017 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 04/2017 | 09/2024 |
| Raymond James Financial Services Advisors Inc. | St. Petersburg | FL | 06/2017 | 09/2024 |
| Preserve Wealth Management | Saint Petersburg | FL | 03/2024 | Present |
| Lpl Financial Llc | St. Petersburg | FL | 09/2024 | Present |
1) 09/2024 - The Preserve Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 09/2024 - JAMES B. SPICER LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / St. Petersburg, FL / Start date 04/21/2017 - 120 Hrs per month - 50 % Time Spent 3) 05/08/2025 - blackheath partners - Investment Related - Non-Variable Insurance - At related business locations - Start Date:05/01/2025 - 10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-13 |
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