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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-10 |
| FL | RA | APPROVED | 2022-04-28 |
Branch Locations
1 Florida Park Dr N Ste 105B, Palm Coast, FL 32137 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Convery, Llc | Palm Coast | FL | 07/2013 | Present |
| Voya Financial Advisors, Inc. | Tampa | FL | 11/2016 | 12/2016 |
| Lpl Financial, Llc | Palm Coast | FL | 02/2017 | 02/2021 |
| Lpl Financial Llc | Palm Coast | FL | 04/2022 | Present |
1)04/08/2022 - Alliance Financial Partners Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)04/14/2022 - Jonathan Convery LLC - Tax Prep/Accounting/CPA - Owner - Inv Rel - Palm Coast, FL - Start: 07/0213
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-02 |
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