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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-03-17 |
| OH | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
909 Wright'S Summit Parkway Suite 130, Ft Wright, KY 41011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Minnesota Mutual Life | St Paul | MN | 02/1991 | 02/2023 |
| Ascend Financial Services, Inc. | Covington | KY | 03/1991 | 02/2023 |
| Lpl Financial Llc | Ft. Wright | KY | 03/2023 | Present |
| Securian Financial Services, Inc. | Ft Wright | KY | 03/1991 | 03/2023 |
1) 02/17/2023 - FDG Fixed Insurance - Non-Variable Insurance - INV RELATED - FT WRIGHT KY START DATE 04/01/2023 2) 02/17/2023 - Financial Design Group, Inc. - DBA for LPL Business (entity for LPL business) - INV RELATED - AT REPORTED BUSINESS LOCATION(S).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-06-20 |
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