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1 San Jose Place, Suite 18, Jacksonville, FL 32257 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1993-07-21 |
Branch Locations
One San Jose Pl. Suite 18, Jacksonville, FL 32257 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 1992-09-17 |
Branch Locations
One San Jose Place #18, Jacksonville, FL 32257 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Jacksonville | FL | 09/1992 | Present |
| Lawrence Financial Services, Inc. (Ria) | Jacksonville | FL | 05/1993 | Present |
1. 12/3/2004 - LAWRENCE FINANCIAL SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR - PROVIDES FINANCIAL PLANNING FOR FIXED AND HOURLY FEES. 2. 8/7/2015 - LAWRENCE FINANCIAL SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-01-08 |
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