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CRD 2424845
LPl Financial LLC CRD 6413
$819B regulatory AUM 209,600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-03-21 |
Branch Locations
76 S Laura St, Jacksonville, FL 32202 • United States
849 Verona Way, St Augustine, FL 32092 • United States
1955 County Road 210, St Johns, FL 32259 • United States
100 Village Lake Dr, Ponte Vedra Beach, FL 32082 • United States
101 Bartram Oaks Walk, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vystar Credit Union | Jacksonville | FL | 04/2011 | Present |
| Lpl | Jacksonville | FL | 01/2014 | Present |
(1) 01/20/2015 - VYSTAR INVESTMENT SERVICES - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 40 HOURS PER MONTH - JACKSONVILLE, FL
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-26 |
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