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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-08-31 |
Branch Locations
4374 W Newberry Rd, Gainesville, FL 32607 • United States
1409 E. Silver Springs Blvd, Ocala, FL 34470 • United States
463 West Duval Street, Lake City, FL 32055 • United States
4374 W Newberry Road, Gainesville, FL 32607 • United States
16404 Nw 174Th Drive, Alachua, FL 32615 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Ocala | FL | 08/2011 | Present |
1. 05/19/2016 * Renasant Financial Services * DBA for LPL Business (entity for LPL business) * inv rel * at reported business location(s) * Advisory, Brokerage, Insurance * start 07/01/2015 * 160 hrs/mo; 8 hrs during secs trdg hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-16 |
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