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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-05-04 |
| TX | RA | APPROVED | 2026-05-04 |
Branch Locations
3499 Blazer Parkway Ste. 330, Lexington, KY 40509 • United States
3499 Blazer Parkway Ste. 330,, Lexington, KY 40509 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Lexington | KY | 06/2001 | 06/2019 |
| Foresters Advisory Services Llc | Lexington | KY | 08/2012 | 06/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | 05/2026 |
| Cetera Investment Advisers Llc | Lexington | KY | 06/2019 | 05/2026 |
| Lpl Financial Llc | Lexington | KY | 05/2026 | Present |
1. 05/2026 - PacK Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Atlanta GA 30339 - OBA Start Date: 5/4/2026 2. 05/2026 - Patton Rental Properties LLC - Real Estate Rental - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Paris KY 40361 - OBA Start Date: 04/08/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-03 |
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