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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-12 |
| FL | RA | APPROVED | 2024-06-14 |
Branch Locations
16201 Nw Us Highway 441, Alachua, FL 32615 • United States
2810 Nw 43Rd St, Gainesville, FL 32606 • United States
3616 Sw 34Th St, Gainesville, FL 32068 • United States
4614 Sw College Rd, Ocala, FL 34474 • United States
3340 Wedgewood Ln, The Villages, FL 32162 • United States
5857 Seven Mile Dr, Wildwood, FL 34785 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 02/2017 | 09/2017 |
| Robert Half | North Charleston | SC | 08/2016 | 11/2016 |
| Rem-X Staffing | Phoenix | AZ | 11/2016 | 01/2017 |
| Barro's Pizza | Phoenix | AZ | 11/2016 | 01/2017 |
| Dish Network | Phoenix | AZ | 02/2017 | 02/2017 |
| Geico | Lakeland | FL | 11/2017 | 06/2018 |
| Liberty Mutual | Chandler | AZ | 06/2018 | 01/2019 |
| Assetmark Financial Holdings, Inc. | Phoenix | AZ | 01/2019 | 01/2023 |
| Assetmark Brokerage, Llc | Phoenix | AZ | 01/2019 | 01/2023 |
| Cuna Mutual Group | Waverly | IA | 04/2023 | 05/2024 |
| Cuna Brokerage Services, Inc | Waverly | IA | 04/2023 | 05/2024 |
| Unemployed | Phoenix | AZ | 01/2023 | 04/2023 |
| Vystar Investment Services | Ocala | FL | 05/2024 | Present |
| Lpl Financial Llc | Ocala | FL | 05/2024 | Present |
| Uemployed | Scottsdale | AZ | 09/2017 | 11/2017 |
1) 05/2024 - Vystar Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 08/27/2024 - Bridlewood Medicare Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-09 |
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