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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-14 |
| FL | RA | APPROVED | 2000-01-19 |
Branch Locations
7077 Bonneval Rd Ste 450, Jacksonville, FL 32216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger) | Jacksonville | FL | 01/2000 | Present |
(1) 12/16/2003: No Business Name - Non-Variable Insurance - Investment Related - At Reported Business Location(s) (2) 12/15/2010: Gerrity & Co. Private Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (3) 09/26/2011: Rich Gerrity Rental Income - Real Estate Rental - Investment Related - At Reported Business Location(s) - 1% Time Spent (4) 01/23/2024 - Real Estate Rental - Investment Related - Jacksonville, FL - Start Date 11/02/2023 - 1 Hour Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-23 |
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