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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-01 |
| FL | RA | APPROVED | 2024-11-18 |
Branch Locations
7751 Belfort Pkwy Suite 240, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2016 | 12/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2016 | Present |
| Pruco Securities, Llc. | Jacksonville | FL | 01/2017 | 11/2024 |
| Prudential Insurance Company Of America | Jacksonville | FL | 01/2017 | Present |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
1) 11/25/2024- Alpha Wealth Group- DBA for LPL Business (entity for LPL business)- INV Related- Jacksonville, FL- Start Date 11/18/2024- 1hrs/mth- 1hrs during trading 2) 10/07/2024- University of North Florida- Non-Profit Board Member- The Board assists with Strategy for the University's Planned Giving programs- Inv Related- Jacksonville, FL- Start Date 08/01/2024- 1hrs/mth 0hrs during trading 3) 09/10/2024- Alpha Wealth Group LLC- Business Entity for Tax/Investment Purposes Only- Jordan and I use this business to pay and share common business expenses associated with our Financial Advisory practice. The LLC provides administrative functions to this practice- Not INV Related- Jacksonville, FL- Start Date 03/18/2024- 4hrs/mth- 0hrs during trading 4) 03/31/2026-AWG Tax Solutions-Owner-Business Owner-Inv related-At Jacksonville, FL-Start date 02/27/2026-2hrs/mth-2hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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