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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-12 |
| TX | RA | APPROVED_RES | 2026-02-03 |
Branch Locations
2765 Brownwood Boulevard, The Villages, FL 32163 • United States
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
215 Se 8Th St Ste 100, Ocala, FL 34471 • 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 |
|---|---|---|---|---|
| Fsc Securities Corportation | The Villages | FL | 04/2014 | 08/2018 |
| Cebert Wealth Management, Inc | The Villages | FL | 04/2014 | Present |
| Ameriprise Financial Services Inc | The Villages | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | The Villages | FL | 03/2020 | 02/2026 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1. 1/2026 - D C C N, Inc - Business Entity For Tax/Investment Purposes Only - Investment Related - 200 Hour(s)/Month - 170 Hour(s) During Trading - The Villages FL 32162 - OBA Start Date: 04/02/2014 2. 1/2026 - Cebert Tax Service, LLC - Tax Prep/Accounting/CPA - Not Investment Related - 1 Hour(s)/Month - 0 Hour(s) During Trading - The Villages FL 32162 - OBA Start Date: 01/17/2020 3. 1/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 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 | 2000-10-17 |
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