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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-05 |
| FL | RA | APPROVED | 2023-05-24 |
Branch Locations
4815 Sweetgrass Place, Ste 203, Jacksonville, FL 32224 • United States
9802 Old Baymeadows Road, Jacksonville, FL 32256 • United States
11406-2 San Jose Blvd, Jacsonville, FL 32223 • United States
801 Atlantic Blvd, Atlantic Beach, FL 32233 • United States
1440-31 Dunn Avenue 1440-31 Dunn Avenue, Jacksonville, FL 32218 • United States
950 Blanding Blvd, Orange Park, FL 32065 • United States
562 Park St, Jacksonville, FL 32204 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
562 Park St, Jacksonville, FL 32204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ftb Advisors, Inc. | Jacksonville | FL | 04/2016 | 06/2017 |
| Fifth Third Securities | Orange Park | FL | 06/2017 | 11/2018 |
| The Prudential Insurance Company Of America | Jacksonville | FL | 10/2018 | 10/2020 |
| Pruco Securities Llc | Jacksonville | FL | 10/2018 | 10/2020 |
| Pruco Securities, Llc. | Jacksonville | FL | 01/2021 | 05/2023 |
| Prudential Insurance Company Of America | Jacksonville | FL | 01/2021 | 05/2023 |
| Unemployed | Jacksonville | FL | 10/2020 | 01/2021 |
| Jax Federal Credit Union | Jacksonville | FL | 05/2023 | Present |
| Lpl Financial | Jacksonville | FL | 05/2023 | Present |
1. 06/09/2023 - RadiFi Wealth Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/05/2023 - 40 Hours Per Month/ 40 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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