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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-18 |
Branch Locations
4601 Touchton Rd E Ste 3240 300 Suite 3240, Jacksonville, FL 32246 • United States
4601 Touchton Road, Building 300 Suite 3240, Jacksonville, FL 32246 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 07/2021 | 01/2022 |
| Bbva Bank | Ponte Vedra Beach | FL | 04/2017 | 07/2021 |
| Jp Morgan & Chase | Jacksonville | FL | 07/2016 | 04/2017 |
| Florida State College Of Jacksonville | Jacksonville | FL | 05/2009 | 05/2017 |
| Ameriprise Financial Services, Llc | Boca Raton | FL | 01/2022 | 08/2025 |
| Lpl Financial Llc | Jacksonville | FL | 08/2025 | Present |
1) 08/2025 - Notary / Non Inv Related / Start date 06/11/2023 - 2 hrs per month - 1 % time spent 2) 08/2025 - Eagle Legacy Wealth / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-19 |
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