Best Investors Account Sign in
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-03
  • FL RA
    APPROVED
    Since 2023-10-03

Branch Locations

1405 S Jefferson St, Perry, FL 32348 • United States

301 E Base St, Madison, FL 32340 • 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
Sorrento Pacific Financial, Llc San Diego CA 05/2015 09/2016
Madison County Community Bank Madison FL 05/2015 Present
Securities America Inc Madison FL 09/2016 10/2023
Securities America Advisors Madison FL 09/2016 10/2023
Lpl Financial Llc Madison FL 10/2023 Present
  • 05/2015 → 09/2016
    Sorrento Pacific Financial, Llc
    San Diego, CA
  • 05/2015 → Present
    Madison County Community Bank
    Madison, FL
  • 09/2016 → 10/2023
    Securities America Inc
    Madison, FL
  • 09/2016 → 10/2023
    Securities America Advisors
    Madison, FL
  • 10/2023 → Present
    Madison, FL
Previous Registrations
  • 2016-09-27 → 2023-09-29
    Securities America Advisors, Inc.
    Madison, FL
  • 2015-05-26 → 2016-09-23
    Sorrento Pacific Financial, Llc
    San Diego, CA
    Madison, FL
  • 2012-03-07 → 2015-06-29
    Lutz, FL
  • 2008-03-03 → 2011-12-23
    Orlando, FL
    Hudson, FL
    Orlando, FL
    Lutz, FL
    Orlando, FL
    Tampa, FL
Other Businesses

1) 09/25/2023 - Madison County Community Bank - Financial Institution Duty - VP of Retail Investments - FL 32340 - Investment related - 160 Hours per month - Start date: 05/01/2015. 2) 09/25/2023 - Wealth Enhancement and Preservation - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 10/31/2023: Wealth E&P located at Madison County Community Bank; At reported business location(s): DBA for LPL Business (entity for LPL business);Inv. related; start date 10/9/2023; 0hrs/mo. during trading. 4) 10/31/2023: Wealth E&P located at Taylor County Community Bank; At reported business location(s): DBA for LPL Business (entity for LPL business);Inv. related; start date 11/15/2023; 40hrs/mo. during trading. 5) 03/19/2026-JBEES Inc dba North Florida Tax Prep-President-Tax Prep/Accounting/CPA-Not inv related-At Madison, FL-Start date 03/02/2026-20hrs/mth-0hrs/mth during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-25
  • S66 Uniform Combined State Law Examination
    2008-02-25
Other Names
  • John Byron Poore

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Perry, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor