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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

7077 Bonneval Road Ste 420, Jacksonville, FL 32216 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

7077 Bonneval Road, Suite 420, Jacksonville, FL 32216 • United States

Florida Financial Advisors, Llc

6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-05
FL RA APPROVED 2024-01-24
  • TX RA
    APPROVED
    Since 2025-12-05
  • FL RA
    APPROVED
    Since 2024-01-24

Branch Locations

1 Independent Drive Suite 201, Jacksonville, FL 32202 • 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
Florida Financial Advisors Jacksonville FL 01/2024 08/2026
Queens Harbour Yacht And Country Club Jacksonville FL 09/2022 01/2024
Redzone Realty Jacksonville FL 09/2021 12/2022
Castillo Fl Realty Jacksonville FL 12/2022 01/2024
Jersey Mikes Subs Jacksonville FL 06/2018 03/2021
P.F Changs Jacksonville FL 03/2021 09/2021
Croatan High School Newport NC 08/2015 09/2018
Allen D. Nease High School Ponte Vedra Beach FL 09/2018 05/2019
University Of North Florida Jacksonville FL 06/2019 05/2023
Trinity Wealth Securities, Llc Jacksonville FL 04/2024 08/2026
Lpl Financial, Llc Jacksonville FL 08/2026 Present
  • 01/2024 → 08/2026
    Florida Financial Advisors
    Jacksonville, FL
  • 09/2022 → 01/2024
    Queens Harbour Yacht And Country Club
    Jacksonville, FL
  • 09/2021 → 12/2022
    Redzone Realty
    Jacksonville, FL
  • 12/2022 → 01/2024
    Castillo Fl Realty
    Jacksonville, FL
  • 06/2018 → 03/2021
    Jersey Mikes Subs
    Jacksonville, FL
  • 03/2021 → 09/2021
    P.F Changs
    Jacksonville, FL
  • 08/2015 → 09/2018
    Croatan High School
    Newport, NC
  • 09/2018 → 05/2019
    Allen D. Nease High School
    Ponte Vedra Beach, FL
  • 06/2019 → 05/2023
    University Of North Florida
    Jacksonville, FL
  • 04/2024 → 08/2026
    Trinity Wealth Securities, Llc
    Jacksonville, FL
  • 08/2026 → Present
    Jacksonville, FL
Other Businesses

1. 08/2026 - DylenD'AuroraLLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Jacksonville, FL, 32224 – OBA Start Date: 04/01/2024 2. 08/2026 - Aegis Consulting - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 130 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/31/2026

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-03-10
S65 Uniform Investment Adviser Law Examination 2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2026-03-10
  • S65 Uniform Investment Adviser Law Examination
    2023-12-20

View on SEC IAPD

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