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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-16 |
Branch Locations
542523 Us Hwy 1, Callahan, FL 32011 • United States
11907 Lem Turner Road, Jacksonville, FL 32218 • United States
7676 Merrill Rd, Jacksonville, FL 32277 • United States
3133 New Berlin Road, Jacksonville, FL 32226 • United States
463909 State Road 200, Unit 1, Yulee, FL 32097 • United States
5617 Beach Blvd Unit 7, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Jacksonville | FL | 02/2014 | 04/2017 |
| The Prudential Insurance Company Of America | Jacksonville | FL | 02/2014 | 04/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2017 | 05/2025 |
| Community First Credit Union Of Florida | Yulee | FL | 05/2017 | Present |
| Lpl Financial Llc | Yulee | FL | 05/2025 | Present |
1. 5/15/2025: Community First Investment Services; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related; start date 5/16/2025; 160hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
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