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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-20 |
| NJ | RA | APPROVED | 2024-03-22 |
Branch Locations
1202 Laurel Oak Rd Ste 206, Voorhees, NJ 08043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Conshohocken | PA | 06/2007 | 01/2020 |
| Hornor Townsend And Kent, Inc | Conshohocken | PA | 06/2007 | 01/2020 |
| Lincoln Financial Advisors Corporation | Moorestown | NJ | 02/2020 | 03/2024 |
| Lpl Financial Llc | Voorhees | NJ | 03/2024 | Present |
1) 03/12/2024 - Fortune Financial Planning - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 150 Hours per month. 2) 03/12/2024 - Kevin Gianfortune - Non-Variable Insurance - Selling: Fixed Deferred Annuity, SPIA, Term Life, Disability, LTC, IUL, GUL, SIUL - Nexus Financial & RHM Partners - NJ 08043 - Investment related - 30 Hours per month - Start date: 07/27/2007. 3) 03/12/2024 - JS BENEFITS GROUP - Non-Variable Insurance - Selling: Group Health and Disability- JS Group - PA, 18940 - Investment related - 15 Hours per month - Start date: 03/18/2010. 4) 02/27/2025 - Fortune Financial Planning Acquisition, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:01/31/2025 - 150 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-07 |
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