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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-18 |
| TX | RA | APPROVED | 2024-11-14 |
Branch Locations
7751 Belfort Pkwy Suite 240, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc. | Jacksonville | FL | 06/2020 | 11/2024 |
| Coastal Wealth/Massmutual | Jacksonville | FL | 03/2019 | 06/2020 |
| University Of North Florida | Jacksonville | FL | 08/2018 | 03/2019 |
| University Of North Florida | Jacksonville | FL | 10/2017 | 08/2018 |
| Prospectwire | Tampa | FL | 05/2016 | 10/2017 |
| Gatorball Baseball Academy | Gainesville | FL | 06/2012 | 05/2017 |
| Lawton Chiles H.S. | Tallahassee | FL | 08/2015 | 10/2016 |
| Lawton Chiles H.S. | Tallahassee | FL | 08/2016 | 10/2016 |
| Prudential Insurance Company Of America | Jacksonville | FL | 08/2020 | Present |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
1) 12/12/2024- Alpha Wealth Group- DBA for LPL Business (entity for LPL business)- Financial planning and advising services- INV Related- Jacksonville, FL- Start Date 11/18/2024- 160hrs/mth- 130hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-03 |
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