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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-12 |
| MO | RA | APPROVED | 2025-03-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Financial Planning | Fort Worth | TX | 05/2002 | 10/2023 |
| First Command Financial Services | Fort Worth | TX | 08/2002 | 10/2023 |
| First Command Advisory Services | Fort Worth | TX | 12/2015 | 10/2023 |
| The Investment Center, Inc. | Waynesville | MO | 01/2024 | 03/2025 |
| Ic Advisory Services, Inc. | Waynesville | MO | 01/2024 | 03/2025 |
| Lpl Financial Llc | Waynesville | MO | 03/2025 | Present |
1. TIMKO FINANCIAL (DBA). INSURANCE SALES. TIME DEVOTED 1-20%. ANNUAL INCOME 1-20%. DATE ESTABLISHED 1/8/2024. 2. INSURANCE SALES. AGENT - WHOLE LIFE INS, TERM LIFE INS. TIME DEVOTED 1-20%. ANNUAL INCOME 1-20%. DATE ESTABLISHED 1/5/24.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-12 |
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