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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-04
  • FL RA
    APPROVED
    Since 2026-02-04

Branch Locations

11714 Northeast 62Nd Terrace Ste 100, The Villages, FL 32162 • United States

215 Se 8Th St Ste 100, Ocala, FL 34471 • United States

2765 Brownwood Boulevard, The Villages, FL 32163 • 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
Ameriprise Financial Services, Llc The Villages FL 08/2022 02/2026
Greiner's Clothing Ocala FL 07/1994 05/2022
Lpl Financial Llc The Villages FL 02/2026 Present
Unemployed The Villages FL 05/2022 08/2022
Previous Registrations
Other Businesses

1. 01/2026 - CGD Investments LLP - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 4 Hrs/Mth - 0 Hrs During Trading - Ocala, FL 34471 - OBA Start Date: 12/30/2021 2. 01/2026 - CGD Investments / Buckmaster Square - Real Estate Rental - Investment Related - 5 Hrs/Mth - 0 Hrs During Trading - Ocala, FL 34470 - OBA Start Date: 12/30/2021 3. 01/2026 - Cebert Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 02/02/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-21
  • S66 Uniform Combined State Law Examination
    2023-02-21
Other Names
  • David Desantis

View on SEC IAPD

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