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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED_RES | 2023-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 10/2015 | 08/2017 |
| Foresters Advisory Services Llc | San Antonio | TX | 02/2017 | 08/2018 |
| Foresters Financial Services | San Antonio | TX | 08/2017 | 08/2018 |
| Securian Financial Services Inc | St Paul | MN | 08/2018 | 07/2023 |
| Cri Securities Inc | St Paul | MN | 08/2018 | 10/2021 |
| Minnesota Life Insurance Co | St Paul | MN | 08/2018 | 07/2023 |
| North Star Resource Group | San Diego | CA | 08/2018 | 07/2023 |
| Lpl Financial | San Diego | CA | 07/2023 | Present |
1) 07/25/2023 - JFC Advisor Network - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2023 2) 07/25/2023 - Non-Variable Insurance - Offer Life & Disability Insurance - Inv Rel - At Reported Business Location(s) - Start: 07/2013 3) 04/03/2024 - Covenant Wealth Partners, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/15/2024 - 160 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-06 |
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