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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-12
  • FL RA
    APPROVED
    Since 2025-08-12

Branch Locations

2 W Oakland Ave Ste 200, Oakland, FL 34760 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones Windermere FL 10/2023 04/2024
Ally Financial Lawrenceville GA 01/2019 10/2023
Kelly Services Duluth GA 12/2018 01/2019
Unemployed Smyrna GA 11/2018 12/2018
Target Corporation Marietta GA 02/2016 11/2018
The Lifewealth Group Winter Garden FL 05/2024 08/2025
Madison Avenue Securities San Diego CA 05/2024 08/2025
Ae Wealth Management Topeka KS 05/2024 05/2025
Lifewealth Investments Llc Winter Garden FL 11/2024 08/2025
Lpl Financial Llc Oakland FL 08/2025 Present
  • 10/2023 → 04/2024
    Windermere, FL
  • 01/2019 → 10/2023
    Ally Financial
    Lawrenceville, GA
  • 12/2018 → 01/2019
    Kelly Services
    Duluth, GA
  • 11/2018 → 12/2018
    Unemployed
    Smyrna, GA
  • 02/2016 → 11/2018
    Target Corporation
    Marietta, GA
  • 05/2024 → 08/2025
    The Lifewealth Group
    Winter Garden, FL
  • 05/2024 → 08/2025
    Madison Avenue Securities
    San Diego, CA
  • 05/2024 → 05/2025
    Ae Wealth Management
    Topeka, KS
  • 11/2024 → 08/2025
    Lifewealth Investments Llc
    Winter Garden, FL
  • 08/2025 → Present
    Oakland, FL
Previous Registrations
Other Businesses

1. 08/2025 - LaPorte Financial, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 130 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/11/2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27

View on SEC IAPD

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