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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-02 |
Branch Locations
215 Se 8Th St Ste 100, Ocala, FL 34471 • United States
2765 Brownwood Boulevard, The Villages, FL 32163 • United States
11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 04/2016 | 09/2018 |
| First Trust Advisors L.P. | Wheaton | IL | 04/2016 | 09/2018 |
| Unemployed | Mandeville | LA | 10/2018 | 12/2018 |
| Rock Harbor, Llc | Birmingham | MI | 01/2018 | 02/2019 |
| Foreside Fund Services, Llc - Ap | Birmingham | MI | 01/2019 | 02/2019 |
| Dws Distributors | Chicago | IL | 03/2019 | 06/2021 |
| Ameriprise Financial Services, Llc | The Villages | FL | 09/2021 | 02/2026 |
| Unemployed | Lake Mary | FL | 07/2021 | 08/2021 |
| Lpl Financial Llc | The Villages | FL | 02/2026 | Present |
1. 1/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 2/2/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-04 |
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