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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-11 |
| TX | RA | APPROVED_RES | 2025-02-11 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | St. Louis | MO | 10/2014 | 09/2019 |
| Bank Of America, N.A. | St. Louis | MO | 10/2014 | 09/2019 |
| J.P. Morgan Securities Llc | Ocala | FL | 09/2019 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2023 | 07/2024 |
| Bank Of America, N.A. | Jacksonville | FL | 06/2023 | 07/2024 |
| Edward Jones | St Louis | MO | 07/2024 | 02/2025 |
| Lpl Enterprise | Jacksonville | FL | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-29 |
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