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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-26 |
| DE | RA | APPROVED | 2017-11-29 |
| MD | RA | APPROVED | 2017-11-29 |
| NJ | RA | APPROVED | 2017-11-29 |
| OH | RA | APPROVED | 2017-11-29 |
| PA | RA | APPROVED | 2017-11-29 |
Branch Locations
2727 West Chester Pike, Broomall, PA 19008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2006-04-20 |
| FL | RA | APPROVED | 1995-03-14 |
| PA | RA | APPROVED | 1993-12-13 |
Branch Locations
1 North Ormond Avenue, Havertown, PA 19083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fringe Benefits, Inc. | Havertown | PA | 09/1982 | Present |
| Financial Foresight, Ltd. | Havertown | PA | 09/1982 | Present |
| National Planning Corporation | Havertown | PA | 01/2015 | 11/2017 |
| Brinker Financial | Havertown | PA | 01/2015 | Present |
| Lpl Financial Llc | Broomall | PA | 11/2017 | Present |
1. 11/29/2017 - Brinker Financial- Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/29/2017 - Brinker Insurance Agency - Investment Related - Newtown Square, PA - Insurance Agency - Start Date 1/1/2012 - 1 Hours Per Month - Time Spent 5% - Insurance sales. 3. 11/16/2021 - Financial Foresight Ltd - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 09/21/2018 - 10 Hours Per Month 10Hrs During Securities Trading - I provide financial planning and consulting services through Financial Foresight Ltd, Inc., an independent investment advisor firm. I started this business activity in 11/15/2021. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial. 4. 11/28/2022 - Brinker Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Owner - Start Date - 12/01/2022 - 5 Hours Per Month/0 Hours During Securities Trading 5. 04/25/2024 - Fringe Benefits Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/12/2024 - 1 Hour Per Month/ 0 Hours During Trading 6) 06/10/2025 - Brinker Financial - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:06/02/2025 - 5 Hrs/Mth - 0 Hrs During Trading.I provide financial planning and consulting services through Financial Foresight LTD (DBA Brinker Financial) an independent investment advisor firm. I started this business in 11/15/2021. I expect to spend approximately 5 hours on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. 7) 10/06/2025 - WEC101 - Investment Related - Real Estate Rental - Bonita Springs, FL - Start Date:11/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-08 |
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