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Current Employers
Lpl Enterprise, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-27
SC RA APPROVED 2025-02-27
  • FL RA
    APPROVED
    Since 2025-02-27
  • SC RA
    APPROVED
    Since 2025-02-27

Branch Locations

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

Land O'LAkes, FL • United States

Land O Lakes, FL • United States

Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2014-07-07
  • FL RA
    APPROVED
    Since 2014-07-07

Branch Locations

Land O'LAkes, FL • United States

1055 Lpl Way, Fort Mill, SC 29715 • 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
Lpl Financial Llc Fort Mill SC 05/2014 01/2019
Lpl Financial Llc Fort Mill SC 01/2019 Present
Lpl Enterprise, Llc Fort Mill SC 02/2025 Present
Previous Registrations
  • 2012-07-09 → 2014-05-05
    St. Petersburg, FL
  • 2010-11-29 → 2012-04-11
    Usaa Financial Planning Services
    Tampa, FL
  • 2010-02-26 → 2010-10-22
    National Planning Corporation
    Tampa, FL
    New Smyrna Beach, FL
Other Businesses

1. 1/13/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/01/2016 - 5 Hours Per Month/1 Hour During Securities Trading - Fixed insurance. 2. 12/27/2017 - Defenisve Empowerment Academy - Not Investment Related - Home Based - Business Owner - Owner - Start Date 01/02/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Teach firearms related courses.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-17
  • S66 Uniform Combined State Law Examination
    2009-12-17
Other Names
  • Jessica Lynn Carter
  • Jessica Lynn Vitolo
  • Jessica Lynn Dunning
  • Jessica Dunning

View on SEC IAPD

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