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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-09 |
Branch Locations
7676 Merrill Rd, Jacksonville, FL 32277 • United States
542523 Us Hwy 1, Callahan, FL 32011 • United States
3133 New Berlin Road, Jacksonville, FL 32226 • United States
11907 Lem Turner Road, Jacksonville, FL 32218 • United States
5617 Beach Blvd Unit 7, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Jacksonville | FL | 05/2022 | 09/2022 |
| Administrative Strategies | Westfield | IN | 11/2019 | 05/2022 |
| Publix Pharmacy | Jacksonville | FL | 01/2018 | 12/2019 |
| White Lotus Healing Arts | Palm Coast | FL | 04/2015 | 12/2017 |
| Event Aces/ Levy | New York | NY | 03/2014 | 03/2018 |
| Florida State College Of Jacksonville | Jacksonville | FL | 01/2014 | 12/2019 |
| University Of North Florida | Jacksonville | FL | 08/2020 | 12/2023 |
| Raymond James Financial Services, Inc. | Jacksonville Beach | NV | 05/2023 | 11/2025 |
| Raymond James Financial Services Advisors, Inc. | Jacksonville Beach | FL | 09/2025 | 11/2025 |
| Lpl Financial Llc | Jacksonville | FL | 11/2025 | Present |
| Community First Credit Union Of Florida | Jacksonville | FL | 11/2025 | Present |
1) 11/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Community First Investment Services - Inv. Related- At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-27 |
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