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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-04 |
| MN | RA | APPROVED | 2017-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mckenna Agency | Bloomington | MN | 08/2015 | Present |
| Nationwide Securities Llc | Columbus | OH | 08/2015 | 12/2016 |
| Lpl Financial, Llc | Bloomington | MN | 01/2017 | Present |
1) 12/28/2016 - Lighthouse Wealth Advisors of Charleston LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/21/2016 - 160 hr/mth 2) 11/2/2020 - Leary Family Investment Trust - Not Investment Related - Home Based - Other-Acting Trustee - Started 09/10/2020 - 2 Hours Per Month During Securities Trading - Active Trustee of the Leary Family Investment Trust. 3) 11/01/2023 - Covenant Insurance Group Inc - Property and Casualty - Associate Agent - Investment Related - At Reported Business Location(s) - Start Date 01/01/2023 - 60 Hours Per Month/ 2 Hours During Trading 4) 02/03/2025 - Comprehensive Brokerage Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/03/2025 - 15 Hrs/Mth - 15 Hrs During Trading. 5) 01/15/2025 - KM Leary LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/01/2025 - 10 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-16 |
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