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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
4601 Touchton Rd E Ste 3240 300 Suite 3240, Jacksonville, FL 32246 • United States
4601 Touchton Rd, Building 300 Suite 3240, Jacksonville, FL 32246 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jacksonville | FL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jacksonville | FL | 11/2016 | 08/2018 |
| Ameriprise Financial Services Inc | Jacksonville | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 03/2020 | 08/2025 |
| Lpl Financial Llc | Jacksonville | FL | 08/2025 | Present |
1-08/2025 / Eagle Legacy Wealth / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 40 HRS DURING TRADING / START 08/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-17 |
| S65 | Uniform Investment Adviser Law Examination | 2001-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-30 |
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