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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-18 |
| TX | RA | APPROVED_RES | 2026-02-03 |
Branch Locations
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
215 Se 8Th St Ste 100, Ocala, FL 34471 • United States
2765 Brownwood Boulevard, The Villages, FL 32163 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | The Villages | FL | 04/2014 | 08/2018 |
| Ameriprise Financial Services Inc | The Villages | FL | 08/2018 | 01/2022 |
| Destiny Wealth Partners | The Villages | FL | 01/2022 | 12/2023 |
| Ameriprise Financial Services, Llc | The Villages | FL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | The Villages | FL | 01/2024 | 02/2026 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1. 1/2026 - Divorce Financial Analysis, LLC - Business Owner - Investment Related - 40 Hour(s)/Month - 0 Hour(s) During Trading - Ocala FL 34475 - OBA Start Date: 12/03/2023 2. 1/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 200 Hour(s)/Month - 10 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/2/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-15 |
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