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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-05 |
| CT | RA | APPROVED | 2021-02-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 01/1987 | 02/2021 |
| Securian Financial Services, Inc. | Saint Paul | MN | 02/1988 | 02/2021 |
| Pioneer Financial Group | Longmeadow | CT | 09/2016 | 09/2020 |
| Pioneer Financial Group | Windsor | CT | 09/2020 | 02/2021 |
| Lpl Financial Llc | West Hartford | CT | 02/2021 | Present |
1)2/10/21- James C. Kilian, CFP- Non-Variable Insurance- Agent selling fixed insurance- Inv. related- West Hartford, CT- start date 10/14/2020- 10hrs/mth 2) 10/31/2022 - Blue Cross and Connect ICare - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Health Insurance Agent - Start Date: 01/01/1988 - 10 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-02 |
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