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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc | Houston | TX | 03/2009 | Present |
| Mossman Financial Solutions Llc | Kerrville | TX | 01/2013 | Present |
| Lpl Financial Llc | Kerrville | TX | 07/2025 | Present |
1) MOSSMAN FINANCIAL SOLUTIONS POSITION: Owner NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/28/2013 ADDRESS: 961-A Water St., Kerrville TX 78028 DESCRIPTION: I own the company, making all investment decisions and major business decisions. 2) MOSSMAN FINANCIAL SOLUTIONS POSITION: Agent NATURE: Insurance, fixed products, life insurance, long term care insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/28/2013 ADDRESS: 961-A Water St., Kerrville TX 78028 DESCRIPTION: Sales and service of insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-22 |
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