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Life Planning Partners, Inc. CRD 129338
$354M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
6550 St. Augustine Road Suite 302, Jacksonville, FL 32217-2847 • 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 | 06/2019 | 03/2021 |
| Izzo's Illegal Burrito | New Orleans | LA | 12/2016 | 01/2017 |
| Bank Of America | Jacksonville | FL | 06/2018 | 08/2018 |
| Tuscaloosa United Soccer Club | Tuscaloosa | AL | 02/2019 | 04/2019 |
| University Of Alabama | Tuscaloosa | AL | 08/2015 | 05/2019 |
| Truist Advisory Services, Inc. | Jacksonville | FL | 03/2021 | 05/2023 |
| Truist Advisory Services, Inc. | Jacksonville | FL | 03/2021 | 05/2023 |
| Life Planning Partners | Jacksonville | FL | 05/2023 | Present |
| Life Planning Partners | Jacksonville | FL | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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