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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-11-17 |
Branch Locations
2020 Highway A1A Ste 104, Indian Harbour Beach, FL 32937-3581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Super Markets | Rockledge | FL | 01/2012 | 09/2016 |
| Jd Bowen Financial Group | Indian Harbour Beach | FL | 05/2016 | Present |
| Lpl Financial, Llc | Indian Harbour Beach | FL | 06/2016 | Present |
1)7/17/2020- JD BOWEN FINANCIAL GROUP- DBA for LPL Business (entity for LPL business)- Inv. Related- Indian Harbour Beach, FL -start date 6/2016- 100% 2) 3/8/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 09/22/2020 - 1 Hour Per Month During Securities Trading. 3) 01/13/2026 - Resolute Wealth Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2026 - 150 hours per month/ 140 hours during trading 4) 03/30/2026 - Reed Property Holdings - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Melbourne, FL - Start Date 03/25/2026 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
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