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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-11-30 |
Branch Locations
1692 Penman Road, Jacksonville Beach, FL 32250 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Jacksonville Beach | FL | 10/2005 | 11/2017 |
| Lpl Financial Llc | Jacksonville Beach | FL | 11/2017 | Present |
1. 11/29/2017 - South Beach Tax & Financial Services - Investment Related - 320 Osceola Ave Jacksonville Beach FL 32250-4074 - Tax Prep/Accounting/CPA - Start Date 9/2005 - 200 Hours Per Month/160 Hours During Securities Trading. 2. 11/29/2017 - JSH & Associates, Inc. - Not Investment Related - 320 Osceola Ave Jacksonville Beach FL 32250-4074 - Business Entity For Tax/Investment Purposes Only - Start Date 10/1/2005 - President/Tax Prep/Sole Owner.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-09-18 |
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