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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-16 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 03/2021 | 01/2022 |
| Publix Super Markets | Ponte Vedra | FL | 04/2015 | 09/2016 |
| Appen | Gainesville | FL | 08/2016 | 06/2017 |
| University Of Florida | Gainesville | FL | 08/2016 | 12/2019 |
| University Athletic Association | Gainesville | FL | 05/2018 | 06/2019 |
| Piesanos Stone Fired Pizza And Pies | Gainesville | FL | 04/2019 | 07/2020 |
| Cdw Llc | Tampa | FL | 09/2020 | 02/2021 |
| Pacific Investment Management Company Llc | Austin | TX | 03/2022 | 12/2024 |
| Pimco Investments Llc | Austin | TX | 03/2022 | 01/2025 |
| Ullmann Wealth Partners | Jacksonville Beach | FL | 01/2025 | 02/2026 |
| Unemployed | Jacksonville | FL | 03/2026 | 07/2026 |
| Lpl Enterprise Llc | Jacksonville | FL | 07/2026 | Present |
1.07/15/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Jacksonville FL - OBA Start date: 07/01/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 2. 07/15/2026 - ZAC MURPHY, N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Jacksonville FL - OBA Start date: 07/01/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading 3. 07/15/2026 - Waterfall Planning, LLC - Business Entity For Tax/Investment Purposes Only - NOT INV REL - Atlantic Beach FL - OBA Start date: 02/26/2026 - 4 Hour(s)/Month – 0 Hour(s) During Trading 4. 07/15/2026 - Wealth Protection Strategies - DBA for LPL Business (entity for LPL business) - INV REL - Jacksonville FL - OBA Start date: 07/15/2026 - 160 Hour(s)/Month – 160 Hour(s) During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-03 |
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