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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-23 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 07/2007 | 12/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 12/2021 |
| Edward Jones | St Louis | MO | 09/2022 | 09/2022 |
| Unemplyed | Jacksonville | FL | 01/2022 | 09/2022 |
| Empower Financial Services, Inc | Greenwood Village | CO | 03/2023 | 09/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 03/2023 | 09/2025 |
| Unemployed | Jacksonville | FL | 10/2022 | 03/2023 |
| Lpl Enterprise Llc | Jacksonville | FL | 09/2025 | Present |
1. 09/12/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - Jacksonville, FL - Start Date 08/11/2025 - 160hrs/MTH 160hrs/MTH During Trading 2. 09/12/2025 - PAUL PHILIP STERN - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Inv Related - Jacksonville, FL - Start Date 08/11/2025 - 160hrs/MTH 160hrs/MTH During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-13 |
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