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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-16 |
| VA | RA | APPROVED | 2021-04-30 |
Branch Locations
9802 Baymeadows Rd Ste 192, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Towers Inc | Jacksonville | FL | 01/2008 | 04/2021 |
| Rental Property | Jacksonville | FL | 08/2011 | 11/2018 |
| Pruco Securities Llc | Jacksonville | FL | 08/2014 | 03/2018 |
| The Prudential Insurance Company Of America | Jacksonville | FL | 08/2014 | 03/2018 |
| Synovus Securities, Inc. | Jacksonville | FL | 03/2018 | 10/2019 |
| Synovus Bank | Jacksonville | FL | 03/2018 | 10/2019 |
| Synovus Bank | Jacksonville | FL | 10/2019 | 04/2021 |
| Synovus Bank | Jacksonville | FL | 10/2019 | 04/2021 |
| Lpl Financial Llc | Vedra Beach | FL | 04/2021 | Present |
1) 02/15/2024 - Grant Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/8/2024 - 40 Hrs/mo During Trading. 2) 02/15/2024 - Highland Capital and Penultimate Planning Group - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Advisor - Started: 8/9/2021 - 10 Hrs/mo; 0 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-24 |
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