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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2021-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Planmember Securites Corporation | Carpinteria | CA | 10/2011 | 12/2020 |
| Kinsman Wealth Educators, Llc | Hiram | GA | 06/2006 | Present |
| Paulding County Commissioner | Dallas | GA | 01/2015 | 12/2018 |
| Financial U, Llc | Mcdonough | GA | 11/2011 | 12/2020 |
| Summit Capital Solutions | Hiram | GA | 05/2018 | 06/2020 |
| Lpl Financial, Llc | Dallas | GA | 12/2020 | Present |
1) 7/2005 - Insurance Agency - Kinsman Wealth Educators (KWE, LLC) - Investment Related - 30% - Hiram, GA 30141 2) 11/2020 - DBA for LPL Business (entity for LPL business) - Main Street Advisors, INC - Investment Related - Dallas, GA 30132
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-02 |
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