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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-08 |
Branch Locations
7751 Belfort Pkwy Suite 240, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 08/2007 | 10/2024 |
| United States Marine Corps Reserves | Savannah | GA | 05/2003 | 02/2017 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2024 |
| Lpl Enterprise | Jacksonville | FL | 01/2025 | Present |
1) 08/14/2025-Alpha Wealth Group-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 06/16/2025-160hrs/mth-130hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-04-24 |
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