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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
8777 San Jose Blvd Suite A-202, Jacksonville, FL 32217 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Prudential Insurance Company Of America | Jacksonville | FL | 08/2016 | Present |
| Pruco Securities, Llc. | Jacksonville | FL | 08/2016 | 11/2024 |
| Lpl Enterprise, Llc | Jacksonville | FL | 11/2024 | Present |
1.01/01/1996: Watson Referral Realty, Inc.~7821 Deercreek Club Rd., #200, Jacksonville, FL 32256~Real Estate~N~Referral Agent~6/1995~1 hrs/mo~0 trading hrs/mo 2.6/3/2019.Crabtree Ins & Fin'l Solutions~8777 San Jose Blvd., Jacksonville, FL 32217~Health Ins Sales~N~Agent~7/5/2018~10 hrs/mo~10 trading hrs/mo| 3) 02/19/2025- Alpha Wealth Group- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 11/26/2024- 160hrs/mnth-160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-09 |
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