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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-21
GA RA APPROVED 2021-07-21
TX RA APPROVED 2021-07-21
  • FL RA
    APPROVED
    Since 2021-07-21
  • GA RA
    APPROVED
    Since 2021-07-21
  • TX RA
    APPROVED
    Since 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

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
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
  • 04/2016 → 09/2017
    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
  • 09/2017 → 07/2021
    Waddell & Reed, Inc
    Jacksonville, FL
  • 09/2017 → 07/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Saint Augustine, FL
  • 10/2018 → 07/2021
    Clay County Chamber Of Commerce
    Fleming Island, FL
  • 07/2021 → Present
    Jacksonville, FL
Previous Registrations
  • 2017-10-17 → 2021-07-21
    Waddell & Reed
    Jacksonville, FL
    Charleroi, PA
  • 2016-09-28 → 2017-09-08
    Securian Financial Services, Inc.
    Jacksonville, FL
  • 2015-01-22 → 2016-04-14
    Financial Engines Advisor Center, Llc
    Jacksonville, FL
    Overland Park, KS
  • 2012-12-18 → 2015-01-26
    The Mutual Fund Store
    Jacksonville, FL
    Jacksonville, FL
  • 2011-07-13 → 2012-11-28
    Global Financial Private Capital, Inc.
    Orange Park, FL
    Sarasota, FL
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-11-09
S65 Uniform Investment Adviser Law Examination 2011-06-21
  • S63 Uniform Securities Agent State Law Examination
    2016-11-09
  • S65 Uniform Investment Adviser Law Examination
    2011-06-21
Other Names
  • Blake Massey

View on SEC IAPD

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