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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
7077 Bonneval Road Ste 420, Jacksonville, FL 32216 • United States
7077 Bonneval Road, Suite 420, Jacksonville, FL 32216 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED | 2024-08-22 |
| FL | RA | APPROVED | 2024-05-31 |
Branch Locations
1 Independent Drive Suite 201, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 05/2024 | 08/2026 |
| Deutsche Bank | Jacksonville | FL | 07/2022 | 02/2024 |
| Bank Of America | Jacksonville | FL | 10/2021 | 05/2022 |
| Punkin Place Child Dev. Of Jax | Jacksonville | FL | 03/2012 | 10/2021 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 08/2024 | 08/2026 |
| Lpl Financial, Llc | Jacksonville | FL | 08/2026 | Present |
1. 8/2026 - CREC Coffee Holdings - Business Owner- NOT INV REL - 0 Hour(s)/Month – 0 Hour(s) During Trading - Orange Park FL 32073 - OBA Start date: 12/01/2025 2. 8/2026 - Aegis Consulting - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month – 130 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 8/31/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
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