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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-31 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7077 Bonneval Road, Suite 420,, Jacksonville, FL 32216 • United States
7077 Bonneval Road Ste 420, Jacksonville, FL 32216 • United States
6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-30 |
| TX | RA | APPROVED | 2024-08-07 |
| FL | RA | APPROVED | 2023-03-30 |
Branch Locations
700 E Union St. Unit # 182, Jacksonville, FL 32206-5680 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 03/2023 | 08/2026 |
| Liberty Mutual Insurance | Denver | CO | 05/2021 | 01/2023 |
| Homeadvisor | Denver | CA | 10/2020 | 05/2021 |
| Cellular Sales | Colorado Springs | CO | 04/2018 | 05/2020 |
| Unemployed | Colorado Springs | CO | 05/2020 | 10/2020 |
| Saltgrass Steakhouse | Colorado Springs | CO | 07/2015 | 04/2018 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 09/2023 | 08/2026 |
| Lpl Financial, Llc | Jacksonville | FL | 08/2026 | Present |
1. 08/2026 - Mercury Financial Group, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Jacksonville FL 32205 - 00 Hrs/Mth - 00 Hrs During Trading - OBA start date: 03/01/2026 2. 08/2026 - Aegis Consulting - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 130 Hrs During Trading - OBA start date: 8/31/2026
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-20 |
| S65 | Uniform Investment Adviser Law Examination | 2023-03-02 |
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