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CRD 5353206
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-06-27 |
| MN | RA | APPROVED | 2017-11-29 |
Branch Locations
1950 Cr 210 West, Saint Johns, FL 32259 • United States
1461 Kingsley Ave, Orange Park, FL 32073 • United States
6319 Roosevelt Blvd, Jacksonville, FL 32244 • United States
11467 San Jose Blvd., Suite 2, Jacksonville, FL 32223 • United States
3339 Beech Ridge Ct., Tallahassee, FL 32312 • United States
800 Nw 53Rd Street, Suite 100, Doral, FL 33166 • United States
3281 W. Hallandale Beach Blvd., Pembroke Park, FL 33023 • United States
3280 Tamaya Blvd., Jacksonville, FL 32246 • United States
25638 Northeast State Rd 16, Raiford, FL 32083 • United States
2770 Capital Circle Se, Tallahassee, FL 32311 • United States
503 Appleyard Dr., Tallahassee, FL 32304 • United States
1950 County Road 210 West, Saint Johns, FL 32259 • United States
12929 Atlantic Blvd., Jacksonville, FL 32225 • United States
3724 Edgewater Dr., Orlando, FL 32804 • United States
500 West First St, Jacksonville, FL 32202 • United States
6622 Southpoint Dr S Ste 100, Jacksonville, FL 32216 • United States
1820 Rogero Rd, Jacksonville, FL 32211 • United States
279 Harper Lane, St Johns, FL 32259 • United States
1661 Raymond Diehl Rd, Tallahassee, FL 32308 • United States
2770 Capital Cir Se, Tallahassee, FL 32311 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Spire Credit Union | Falcon Heights | MN | 10/2014 | 10/2016 |
| Community First Credit Union Of Florida | Jacksonville Beach | FL | 10/2016 | 07/2017 |
| Investment Centers Of America, Inc. | Baxter | MN | 07/2017 | 11/2017 |
| Lpl Financial Llc | St Johns | FL | 11/2017 | Present |
| First Florida Credit Union | Jacksonville | FL | 11/2017 | Present |
1. 7/31/2019 - First Florida Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/10/2019 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-09 |
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