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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-02-15 |
| GA | RA | APPROVED | 2018-02-14 |
Branch Locations
325 5Th St, Macon, GA 31201 • United States
600 Bellevue Ave, Dublin, GA 31021 • United States
5981 Zebulon Rd, Macon, GA 31210 • United States
1601 Bass Rd, Macon, GA 31210 • United States
3535 Mercer University Dr, Macon, GA 31204-4903 • United States
500 Green Way, Keystone Heights, FL 32656 • United States
148 Us Highway 17, East Palatka, FL 32131 • United States
350 N Temple Ave, Starke, FL 32091 • United States
207 N Main St, Hastings, FL 32145 • United States
4120 Crill Ave, Palatka, FL 32177 • United States
4040 Nw 16Th Blvd, Gainesville, FL 32605 • United States
1417 N Main St, Gainesville, FL 32601 • United States
5200-A W Newberry Rd, Gainesville, FL 32607 • United States
24202 W Newberry Rd Ste F, Newberry, FL 32669 • United States
18467 Nw Us Hwy 441 Ste 100, High Springs, FL 32643 • United States
15000 Nw 140Th St, Alachua, FL 32615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2015 | 07/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 07/2017 |
| Invest Financial Corporation | Tampa | FL | 07/2017 | 02/2018 |
| Capital City Banc | Gainsville | FL | 07/2017 | 02/2018 |
| Lpl Financial Llc | Gainesville | FL | 02/2018 | Present |
1. 02/14/2018 - Capital City Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/07/2024 - Buchholz High School - Not Investment Related - Gainesville, FL - Baseball Coach - Start Date 01/13/2025 - 40 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-14 |
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