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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-20 |
Branch Locations
4601 Touchton Rd E Ste 3240 300 Suite 3240, Jacksonville, FL 32246 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 10/2015 | 08/2025 |
| Lpl Financial Llc | Jacksonville | FL | 08/2025 | Present |
1- 08/2025 / Eagle Legacy Wealth / DBA for LPL Business (entity for LPL business) / INVESTMENT RLTD / 160 HRS MNTH / 7 HRS DURING TRADING / START 08/07/2025 2- 01/30/2026 - Gary B. Whittaker LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/09/2025 - 160 hours per month/ 50 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-30 |
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