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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-14 |
Branch Locations
4601 Touchton Rd E Ste 3240 300 Suite 3240, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2012 | 11/2022 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 11/2022 | 08/2025 |
| Lpl Financial Llc | Jacksonville | FL | 08/2025 | Present |
1- 08/2025 / Marsh Landing Country Club - Member Advisory Council / Non-Profit Board Member / NON INVESTMENT RLTS / 2 HRS MNHT / START 07/28/2025 2- 08/2025 / Eagle Legacy Wealth / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 8 HRS DURING TRADING / START 08/07/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-06 |
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