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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-12-05 |
Branch Locations
8367 Baymeadows Way, Jacksonville, FL 32256 • United States
3003 Lenox Ave, Jacksonville, FL 32254 • United States
1 Shircliff Way, Jacksonville, FL 32204 • United States
6131 Atlantic Blvd, Jacksonville, FL 32211 • United States
655 8Th St W, Jacksonville, FL 32209 • United States
550 Dundas Dr, Jacksonville, FL 32218 • United States
4651 Emerson St., Jacksonville, FL 32207 • United States
10991 San Jose Blvd Suite 1, Jacksonville, FL 32223 • United States
4675 Sunbeam Rd, Jacksonville, FL 32257 • United States
9790 Touchton Rd, Jacksonville, FL 32246 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Swbc Investment Services, Llc | San Antonio | TX | 01/2012 | 12/2019 |
| Lpl Financial Llc | Jacksonville | FL | 12/2019 | Present |
1)12/4/19- Coastline investment services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100%. 2) 4/30/2020 - David M. Rice - DBA: City & Police Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/24/2020 - 40 Hours Per Month During Securities Trading. 3) 04/01/2025 - Alive Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - Jacksonville, FL - Start Date:04/01/2025 - 60 Hrs/Mth - 4 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-25 |
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