Best Investors Account Sign in

James Coleman Gillis

LPl Financial LLC

Port St. Lucie, FL

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-26
  • FL RA
    APPROVED
    Since 2025-09-26

Branch Locations

9698 S Us Highway 1, Port St. Lucie, FL 34952 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Port St. Lucie FL 05/2025 Present
University Of Florida Port St. Lucie FL 01/2023 05/2025
Waltz Cabinets Crestview FL 05/2024 08/2024
Happy's Crab Island Watersports Destin FL 05/2021 08/2023
Santa Fe College Gainesville FL 08/2021 12/2022
Boogies Watersports Destin FL 06/2019 08/2020
Power Up Watersports Fort Walton Beach FL 05/2019 06/2019
Crestview High School Crestview FL 08/2017 05/2021
Shoal River Middle School Crestview FL 08/2014 06/2017
Seacoast Bank Port St. Lucie FL 05/2025 Present
  • 05/2025 → Present
    Port St. Lucie, FL
  • 01/2023 → 05/2025
    University Of Florida
    Port St. Lucie, FL
  • 05/2024 → 08/2024
    Waltz Cabinets
    Crestview, FL
  • 05/2021 → 08/2023
    Happy's Crab Island Watersports
    Destin, FL
  • 08/2021 → 12/2022
    Santa Fe College
    Gainesville, FL
  • 06/2019 → 08/2020
    Boogies Watersports
    Destin, FL
  • 05/2019 → 06/2019
    Power Up Watersports
    Fort Walton Beach, FL
  • 08/2017 → 05/2021
    Crestview High School
    Crestview, FL
  • 08/2014 → 06/2017
    Shoal River Middle School
    Crestview, FL
  • 05/2025 → Present
    Seacoast Bank
    Port St. Lucie, FL
Other Businesses

1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Seacoast Investment Services - Inv Related - At reported business location(s).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-24
  • S66 Uniform Combined State Law Examination
    2025-09-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Port St. Lucie, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor