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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
13910 Village Lake Circle, Jacksonville, FL 32258 • United States
7676 Merrill Rd, Jacksonville, FL 32277 • United States
11200 San Jose Blvd, Suite 105, Jacksonville, FL 32223 • United States
525 Beachwalk Shore Drive, St. Johns, FL 32259 • United States
11907 Lem Turner Road, Jacksonville, FL 32218 • United States
5360 State Road 16, St Augustine, FL 32092 • United States
1623 Edgewood Avenue W, Jacksonville, FL 32208 • United States
1012 Margaret Street Suite 14, Jacksonville, FL 32204 • United States
625 Blanding Blvd, Orange Park, FL 32073 • United States
2004 East West Parkway, Fleming Island, FL 32003 • 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Jacksonville | FL | 12/2015 | 01/2017 |
| Community First Credit Union Of Florida | Jacksonville | FL | 02/2017 | Present |
| Cuso Financial Services, Lp | San Diego | CA | 02/2017 | 05/2025 |
| Lpl Financial Llc | Jacksonville | FL | 05/2025 | Present |
1. 4/172025: Community First Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-18 |
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