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11215 N. Community House Rd. Ste. 775, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Advisor Alliance | Charlotte | NC | 06/2026 | Present |
| Lpl Financial Llc | Tallahassee | FL | 04/2019 | 05/2022 |
| Tallahassee Dance Academy | Tallahassee | FL | 08/2020 | Present |
| Leon County Schools | Tallahassee | FL | 04/2012 | 05/2020 |
| Florida State University | Tallahassee | FL | 06/2020 | 05/2024 |
| Lpl Financial Llc | Tallahassee | FL | 04/2019 | Present |
1.07/29/2024; Notary; Notary; Investment Related; at Reported Business Location(s); Start Date 07/24/2024; 1hrs/mth; 0hrs during trading 2.07/29/2024; 850 Charm Company, LLC; Business Owner; Not Investment Related; at Reported Business Location(s); Start Date 07/24/2024; 10hrs/mth; 0hrs during trading 3.07/29/2024; Tallahassee Dance Academy; Outside/W-2 Employment; Not Investment Related; Tallahassee,FL; Start Date 07/24/2024; 25hrs/mth; 0hrs during trading 4.05/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Jackson Financial Group; Investment Related; at Reported Business Location(s); Start Date 07/24/2024; 160hrs/mth; 130hrs during trading 5.06/04/2026; Jackson Financial Group - Investment Related - 160hrs/mth - 130hrs during trading - DBA for RIA Business - at reported business location.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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