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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
2765 Brownwood Boulevard, The Villages, FL 32163 • United States
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
215 Se 8Th St Ste 100, Ocala, FL 34471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brand It America | Ocala | FL | 04/2005 | 01/2026 |
| Fsc Securities Corporation | The Villages | FL | 04/2014 | 08/2018 |
| Ameriprise Financial Services Inc | The Villages | FL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | The Villages | FL | 03/2020 | 02/2026 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1. 01/2026 - MAGNOLIA 304 LLC - Real Estate Rental - Investment related - Ocala FL 34471 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 05/01/2024 2. 01/2026 - CEBERT WEALTH - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 800 Hrs/Mth - 800 Hrs During Trading - OBA start date: 02/02/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-30 |
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