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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-22 |
Branch Locations
4601 Touchton Rd E Ste 3240 300 Suite 3240, Jacksonville, FL 32246 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Saint Augustine | FL | 10/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | St Augustine | FL | 03/2020 | 05/2025 |
| Unemployed | St Augustine | FL | 05/2025 | 08/2025 |
| Lpl Financial | Jacksonville | FL | 08/2025 | Present |
1) 10/21/2025 - Eagle Legacy Wealth / DBA for LPL Business (entity for LPL business) -Inv Related / At reported business location (s)- 8 Hours Per Month- 160 Hours During Trading 2) 10/21/2025- Notary / Jacksonville FL 32246 / Non Inv Related / Start date 12/27/2019 - 1 hrs per month - 1% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-24 |
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