Best Investors Account Sign in

Jeffrey Reed Smith

LPl Enterprise, LLC

Orlando, FL

Claim This Profile
Current Employers
Lpl Enterprise, Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-11
  • FL RA
    APPROVED
    Since 2025-02-11

Branch Locations

4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley The Villages FL 01/2013 06/2019
Morgan Stanley Private Bank, National Association New York NY 01/2015 06/2019
Cetera Advisors Llc Denver CO 06/2019 02/2025
Synergy Wealth Alliance The Villages FL 06/2019 12/2019
Home Design Partners Oxford FL 01/2018 05/2023
Cetera Investment Advisers Llc Schaumburg IL 01/2024 02/2025
Lpl Enterprise New York NY 02/2025 Present
  • 01/2013 → 06/2019
    Morgan Stanley
    The Villages, FL
  • 01/2015 → 06/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 06/2019 → 02/2025
    Cetera Advisors Llc
    Denver, CO
  • 06/2019 → 12/2019
    Synergy Wealth Alliance
    The Villages, FL
  • 01/2018 → 05/2023
    Home Design Partners
    Oxford, FL
  • 01/2024 → 02/2025
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 02/2025 → Present
    Lpl Enterprise
    New York, NY
Previous Registrations
  • 2024-03-05 → 2025-02-03
    Cetera Investment Advisers Llc
    Ocala, FL
    Oxford, FL
    Maitland, FL
  • 2019-06-10 → 2024-03-21
    Cetera Advisors Llc
    The Villages, FL
    Ocala, FL
    Maitland, FL
    Oxford, FL
  • 2013-04-01 → 2019-06-04
    Morgan Stanley
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-27
  • S66 Uniform Combined State Law Examination
    2013-03-27

View on SEC IAPD

Other Firms

SCHWAB WEALTH ADVISORY, INC.
CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST
WEALTHSPIRE RETIREMENT ADVISORY
CORNERSTONE TRUST MANAGEMENT SERVICES LLC
EDELMAN FINANCIAL ENGINES
FUND ADVISORS OF AMERICA INC

Other Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit
AARON LEE PHELPS
Kevin S Murphy
Craig J Miller
Mark D Miller
Ricky M Parker

Other Offices

SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orando, FL
CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor