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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-30 |
Branch Locations
3204 Long Prairie Rd Ste D, Flower Mound, TX 75022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendall Financial | Flower Mound | TX | 04/2015 | 06/2023 |
| The O.N. Equity Sales Company | Cincinnati | OH | 09/2015 | 06/2023 |
| Ohio National Financial Services | Cincinnati | OH | 05/2015 | 06/2023 |
| Lpl Financial | Flower Mound | TX | 06/2023 | Present |
1) 05/2023 - Kendall Financial - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent 2) 05/2023 - Hessvestments LLC - Business Entity For Tax/Investment Purposes Only - Non-inv. Related - Flower Mound, TX - Owner - Start Date 01/03/2022 - 10hrs/month - 10% time spent 3) 04/06/2026 - Kendall Financial - Non-Variable Insurance - Inv. Related - At Reported Business Location(s) - Agent Selling Insurance- Start Date 07/01/2015 - 10hrs/month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-18 |
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