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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
108 Jamestown Blvd, Dothan, AL 36301 • United States
Santa Rosa Beach, FL • United States
200 Mack Bayou Rd, Santa Rosa Beach, FL 32459 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
200 Mack Bayou Rd, Santa Rosa Beach, FL 32459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2019 | 04/2024 |
| Apwest Mechanical | Bay Shore | NY | 10/2014 | 10/2018 |
| East Mountain Development | Spartan | NJ | 11/2018 | 02/2019 |
| Lpl Financial Llc | Santa Rosa Beach | FL | 04/2024 | Present |
| All In Credit Union | Santa Rosa Beach | FL | 04/2024 | Present |
1) 03/27/2024 - All In Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 03/27/2024 - Notary Public - Investment related - Start date: 5/29/2021.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-17 |
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