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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
1012 Margaret Street Suite 14, Jacksonville, FL 32204 • United States
623 N. Main Street, Jacksonville, FL 32202 • United States
701 W Adams Street, Jacksonville, FL 32204 • United States
1670 University Boulevard West, Jacksonville, FL 32217 • United States
1623 Edgewood Avenue W, Jacksonville, FL 32208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 06/1994 | 10/2021 |
| Bbva Securities Inc. | Orange Park | FL | 05/2013 | 06/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 05/2006 | 06/2021 |
| Pnc Bank | Jacksonville | FL | 01/2022 | 10/2023 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2023 | 05/2025 |
| Community First Credit Union Of Florida | Jacksonville | FL | 10/2023 | Present |
| Lpl Financial Llc | Jacksonville | FL | 05/2025 | Present |
1- 05/15/2025 - Community First Investment Services - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-11 |
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