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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
Branch Locations
100 Village Lake Dr, Ponte Vedra Beach, FL 32082 • United States
7802 Atlantic Blvd, Jacksonville, FL 32211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Corporation/Merrill Lynch | Cooper City | FL | 11/2013 | 08/2022 |
| Charles Schwab & Co., Inc. | Jacksonville | FL | 08/2022 | 11/2024 |
| Vystar Credit Union | Jacksonville | FL | 04/2026 | Present |
| Lpl Financial Llc | Jacksonville | FL | 05/2026 | Present |
| Self Employed-Uber | San Francisco | CA | 03/2025 | 04/2026 |
| Unemployed | Jacksonville | FL | 11/2024 | 03/2025 |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Vystar Investment Services - Inv Rel - At Reported Business Location (s) - Start Date: 5/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-04 |
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