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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
76 S Laura St, Jacksonville, FL 32202 • United States
8263 Philips Highway, Jacksonville, FL 32226 • United States
10903 Baymeadows Road, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Saint Paul | MN | 04/2016 | 09/2017 |
| Minnesota Life Insurance Co | Saint Paul | MN | 04/2016 | 09/2017 |
| Capital Financial Strategies | Jacksonville | FL | 04/2016 | 09/2017 |
| Waddell & Reed, Inc | Jacksonville | FL | 09/2017 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Saint Augustine | FL | 09/2017 | 07/2021 |
| Clay County Chamber Of Commerce | Fleming Island | FL | 10/2018 | 07/2021 |
| Lpl Financial Llc | Jacksonville | FL | 07/2021 | Present |
1) 2019 - Non-Variable Insurance / Blake Massey / Investment Related / 50% / Jacksonville, FL 33246 2) 2021 - DBA for LPL Business (entity for LPL business) / Luminosity Financial / Investment Related / 100% / Tallahassee, FL 3) 12/13/2022 - VyStar Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 09/19/2022 - 120 Hours Per Month/120 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-11-09 |
| S65 | Uniform Investment Adviser Law Examination | 2011-06-21 |
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