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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | South Bend | IN | 10/2015 | 05/2021 |
| Lpl Financial Llc | South Bend | IN | 05/2021 | Present |
1)05/13/2021 - JFC Advisor Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2019 - 160 Hr/Mth 2)05/13/2021 - JFC Advisor Network - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 8 Hr/Mth 3)05/13/2021 - JP Case Properties Inc - JP Case Properties Inc - Real Estate Rental - Inv Rel - At Reported Business Location(s) - Start: 01/2019 - 8 Hr/Mth 4)05/13/2021 - Jackson Advisor Services - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2019 - 160 Hr/Mth 5) 04/14/2023 - Medico - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 02/01/2023 - 1 hours Per Month/ 1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-05 |
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