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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-02-04 |
| TX | RA | APPROVED_RES | 2021-02-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual | Springfield | MA | 05/2003 | 01/2021 |
| Mml Investors Services, Inc. | Hopewell | VA | 07/2003 | 02/2021 |
| Lpl Financial Llc | Hopewell | VA | 02/2021 | Present |
1)2/3/2020-McDaniel Financial Group Inc -DBA for LPL Business (entity for LPL business)- Inv. Related- Hopewell, VA- start date 06/1/2003- 120hrs/mth 2)2/3/2020- Matthew McDaniel- Non-Variable Insurance- Agent selling Life, Health, Dental, Disability, Long-Term Care, Supplemental, Fixed Annuities- Inv. Related- Hopewell, VA- 40hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-11 |
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