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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 |
| TX | RA | APPROVED_RES | 2025-05-15 |
Branch Locations
7640 103Rd Street, Jacksonville, FL 32210 • United States
1670 University Boulevard West, Jacksonville, FL 32217 • United States
625 Blanding Blvd, Orange Park, FL 32073 • United States
9690 Applecross Road, Jacksonville, FL 32222 • United States
13808 Beach Blvd, Jacksonville, FL 32224-1210 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 10/2011 | 05/2025 |
| Community First Credit Union Of Florida | Jacksonville | FL | 10/2011 | Present |
| Lpl Financial Llc | Jacksonville | FL | 05/2025 | Present |
1- 05/15/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community First Investment Services - Investment Related - At Reported Business Location(s) - Start Date 05/16/2025 - 160 hours per month/ during trading 2- 07/22/2025 - Raptor Forge LLC - Business Owner - Not Investment Related - Home Based - Start Date 07/03/2025 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-15 |
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