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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-02 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parady Investments, Llc | The Villages | FL | 01/2016 | 10/2016 |
| Parady Financial | The Villages | FL | 07/2015 | 06/2017 |
| Blueprint Wealth Management Llc | The Villages | FL | 11/2016 | 06/2017 |
| Ameriprise Financial Services, Llc | The Villages | FL | 06/2017 | 02/2026 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1. 01/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 00 Hrs/Mth - 00 Hrs During Trading - OBA start date: 02/02/2026 2. 01/2026 - Catherine Cagle Harris - Notary - Investment related - The Villages FL 32162 - 00 Hrs/Mth - 00 Hrs During Trading - OBA start date: 06/09/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-02 |
| S66 | Uniform Combined State Law Examination | 2004-05-18 |
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