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8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-29 |
Branch Locations
8075 Gate Parkway West Suite #101, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Jacksonville | FL | 05/2018 | Present |
| Student | Gainesville | FL | 08/2016 | 05/2018 |
| Publix | Jacksonville | FL | 06/2015 | 02/2018 |
| Private Advisors Group Llc | Jacksonville | FL | 05/2018 | 03/2021 |
| Jacksonville Wealth Management, Llc | Jacksonville | FL | 03/2021 | Present |
| Jacksonville Wealth Management, Llc | Jacksonville | FL | 05/2017 | 05/2018 |
1. 5/30/2018 - Jacksonville Wealth Management - Investment Related - At Reported Business Location(s) 0 DBA for LPL Business (entity for LPL business) - Started 05/14/2018 - 28 Hours Per Month During/6.5 Hours Securities Trading - Time Spent 100%. 2. 5/4/2021 - Jacksonville Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Operations Manager - Started 03/31/2021 and Financial Advisor - Started 02/2024 - 160 Hours Per Month/130 Hours During Securities Trading - I provide administrative support to Jacksonville Wealth Management, LLC, an independent investment advisor firm and serve as an investment adviser representative. I started this business activity 03/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPDfirm is separate from and independent of LPL Financial. 3. 11/2018 - Licensed Insurance Agent - Investment Related - At Reported Business Location(s) - Insurance Agent - Start Date - 11/2018 - 2 Hours Per Month/ 0 Hours During Securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-28 |
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