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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-05 |
Branch Locations
701 San Marco Blvd Suite 7100, Jacksonville, FL 32207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 07/2024 | Present |
| Student At Notre Dame University | Notre Dame | IN | 05/2016 | 08/2019 |
| Publix Super Markets | Jacksonville | FL | 05/2017 | 12/2017 |
| Lyft & Uber | Jacksonville | FL | 10/2017 | 05/2018 |
| Jacksonville Electric Vehicle On-Demand Llc | Jacksonville | FL | 05/2018 | 01/2025 |
| Trinity Wealth Securities, Llc | Jacksonville | FL | 10/2024 | 01/2025 |
| Lpl Enterprise | Jacksonville | FL | 02/2025 | Present |
1) 01/31/2025 - Jacksonville Electric Vehicle On-Demand LLC DBA JEVO Transport - Business Owner - start date 05/17/2018 - Jacksonville, FL - 80hrs/mth - investment related
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2024-05-31 |
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