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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-16 |
Branch Locations
2029 Third Street North, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gameday Tailgate Experience | Jacksonville | FL | 11/2016 | 12/2016 |
| Scottrade/ Td Ameritrade | Jacksonville Beach | FL | 09/2017 | 05/2018 |
| 6:8 Ministries | Aljuelita | 05/2018 | 08/2018 | |
| Beach Church | Jacksonville Beach | FL | 09/2018 | 07/2019 |
| Aig Retirement Services | Jacksonville | FL | 01/2019 | 05/2020 |
| First Coast Women'S Services | Jacksonville | FL | 05/2019 | 05/2020 |
| Outback Steakhouse | Jacksonville | FL | 06/2015 | 05/2018 |
| University Of North Florida | Jacksonville | FL | 05/2015 | 05/2018 |
| Valic Financial Advisors | Jacksonville | FL | 06/2020 | 12/2024 |
| Agia | Houston | TX | 12/2022 | 12/2024 |
| Lpl Financial | Jacksonville | FL | 12/2024 | Present |
1)12/05/2024 - Lanier Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)12/05/2024 - BEACH HERON PROPERTY LLC - Co-Owner, Real Estate Rental - Jacksonville, FL - Start: 02/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-04 |
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