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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-21 |
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