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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-02-14 |
| ID | RA | APPROVED | 2018-02-14 |
| LA | RA | APPROVED | 2018-02-14 |
| NM | RA | APPROVED | 2018-02-14 |
| OH | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED | 2018-02-14 |
| WA | RA | APPROVED | 2018-02-14 |
Branch Locations
1711 E Central Texas Expy Ste 303, Killeen, TX 76541 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Insurance Agent | Temple | TX | 04/1991 | Present |
| Sii Investments, Inc. | Temple | TX | 09/2002 | 02/2018 |
| Lpl Financial Llc | Temple | TX | 02/2018 | Present |
1. 10/31/2017 - Transamerica - Investment Related - Non-Variable Insurance - LICENSED INSURANCE AGENT - Universal Life, Long term care insurance. 2. 8/6/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Non-Variable Insurance Trails Only - Start Date: 01/01/2002 - 10 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-23 |
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