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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-08 |
| TX | RA | APPROVED_RES | 2020-12-07 |
Branch Locations
4000 Hollywood Blvd. Ste 630 N, Hollywood, FL 33021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fdr Financial Group Inc. | Hollywood | FL | 04/2011 | Present |
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 12/2020 |
| Lpl Financial Llc | Hollywood | FL | 12/2020 | Present |
1) 12/04/2020 - Jeremy Schinder Attorney - Active Attorney's license Only - Inv Rel - West Palm Beach, FL - 2) 12/07/2020 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 11/12/2020 3) 04/20/2022 - FDR Financial Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/30/2015 - 40 Hours Per Month/40 Hours During Securities Trading. 4) 04/20/2022 - Financial Design Resource Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/30/2015 - 40 Hours Per Month/40 Hours During Securities Trading. 5) 04/20/2022 - FDR Group, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/30/2015 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-18 |
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