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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-01-01

Branch Locations

205 Seven Doors Ln, St. Augustine, FL 32095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Usaa Financial Advisors, Inc. Tampa FL 08/2014 07/2017
Usaa Financial Planning Services Tampa FL 08/2014 07/2017
Dosio Innovations Fleming Island FL 12/2014 12/2016
Deeply Rooted Grounds Fleming Island FL 04/2016 Present
Lpl Financial, Llc Ponte Vedra Beach FL 07/2019 Present
  • 08/2014 → 07/2017
    Usaa Financial Advisors, Inc.
    Tampa, FL
  • 08/2014 → 07/2017
    Usaa Financial Planning Services
    Tampa, FL
  • 12/2014 → 12/2016
    Dosio Innovations
    Fleming Island, FL
  • 04/2016 → Present
    Deeply Rooted Grounds
    Fleming Island, FL
  • 07/2019 → Present
    Ponte Vedra Beach, FL
Previous Registrations
  • 2014-11-12 → 2017-07-31
    Usaa Financial Planning Services
    Ponte Vedra Beach, FL
    Tampa, FL
  • 2012-09-25 → 2014-08-11
    Cuso Financial Services, L.P.
    Jacksonville, FL
    Jacksonville, FL
    Jacksonville, FL
  • 2009-04-14 → 2012-09-11
    Orange Park, FL
Other Businesses

1. 7/25/2019 - Renaissance of Jiu Jitsu LLC - Not Investment Related - 43 Hudson Way, Ponte Vedra Beach, FL 32081 - Business Owner - Owner & Instructor - Started 2/1/2019 - 20 Hours Per Month/0 Hours During Securities Trading - Time Spent 10% - For-profit Jiu Jitsu academy. 2. 3/3/2020 - Dosio Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 02/19/2020 - 40 Hours Per Month During Securities Trading. 3. 4/20/2021 - Crosswater Community Church - Not Investment Related - 211 Davis Park Road Ponte Vedra Beach, FL 32081 - Outside/W-2 Employment - Worship Leader - Start Date: 11/1/2020 - 20 Hours Per Month/0 Hours During Securities Trading - Lead music on Sundays at church. 4. 04/23/2024 - Beaches Public Adjusters - Outside/W-2 Employment - Public Adjuster - Not Investment Related - Home Based - Start Date 03/01/2024 - 8 Hours Per Month/ 0 Hours During Trading 5. 11/21/2024 - Clint Dosio Public Adjusting LLC - Outside/W-2 Employment - Not Investment Related - Home Based - Start Date 03/22/2024 - 8 Hours Per Month/ 0 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-06
  • S66 Uniform Combined State Law Examination
    2009-04-06
Designations

View on SEC IAPD

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