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8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-29 |
Branch Locations
8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 03/2015 | Present |
| Private Advisor Group | Morristown | NJ | 06/2015 | 03/2021 |
| Jacksonville Wealth Management, Llc | Jacksonville | FL | 03/2021 | Present |
1. 3/13/2015 - JACKSONVILLE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/21/2015 - Time Spent 20%. 2. 4/14/2021 - Jacksonville Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/31/2021 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Jacksonville Wealth Management, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 4/15/2021 - Jacksonville Wealth Management, LLC - DBA: (Hybrid) Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) - IAR - Started 03/31/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 4. 06/2015 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 06/2015 - 2 Hours Per Month/ 0 Hours During Securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-28 |
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