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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

7077 Bonneval Road, Suite 420, Jacksonville, FL 32216 • United States

7077 Bonneval Road Ste 420, Jacksonville, FL 32216 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-08-29
VA RA APPROVED 2024-05-14
FL RA APPROVED 2023-01-03
  • TX RA
    APPROVED
    Since 2024-08-29
  • VA RA
    APPROVED
    Since 2024-05-14
  • FL RA
    APPROVED
    Since 2023-01-03

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • 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
Florida Financial Advisors Jacksonville FL 12/2022 04/2024
Al's Pizza Jacksonville FL 08/2017 01/2018
Unemployed Jacksonville FL 04/2015 08/2017
Unemployed Jacksonville FL 01/2018 01/2022
Florida Digital Capital Llc Jacksonville FL 01/2022 12/2022
Trinity Wealth Securities, Llc Jacksonville FL 05/2023 04/2024
Florida Financial Advisors Dba Tristate Financial Advisors Vienna VA 04/2024 04/2026
Trinity Wealth Securities, Llc Vienna VA 04/2024 04/2026
Trinity Wealth Securities, Llc Jacksonville FL 05/2026 08/2026
Florida Financial Advisors Jacksonville FL 05/2026 08/2026
Lpl Financial, Llc Jacksonville FL 08/2026 Present
  • 12/2022 → 04/2024
    Florida Financial Advisors
    Jacksonville, FL
  • 08/2017 → 01/2018
    Al's Pizza
    Jacksonville, FL
  • 04/2015 → 08/2017
    Unemployed
    Jacksonville, FL
  • 01/2018 → 01/2022
    Unemployed
    Jacksonville, FL
  • 01/2022 → 12/2022
    Florida Digital Capital Llc
    Jacksonville, FL
  • 05/2023 → 04/2024
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 04/2024 → 04/2026
    Florida Financial Advisors Dba Tristate Financial Advisors
    Vienna, VA
  • 04/2024 → 04/2026
    Trinity Wealth Securities, Llc
    Vienna, VA
  • 05/2026 → 08/2026
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 05/2026 → 08/2026
    Florida Financial Advisors
    Jacksonville, FL
  • 08/2026 → Present
    Jacksonville, FL
Other Businesses

1. 08/2026 - Voyager Financial Advisors LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington, VA, 22203 – OBA Start Date: 03/01/2025 2. 08/2026 - Aegis Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 08/31/2026

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-04-02
S65 Uniform Investment Adviser Law Examination 2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2024-04-02
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04
Other Names
  • Nick Reed Fullerton

View on SEC IAPD

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