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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-03 |
Branch Locations
205 W Washington St Ste A, Minneola, FL 34715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wca/Fumc | Clermont | FL | 12/2017 | 03/2022 |
| Homemaker | Haverhill/Reading | MA | 01/2007 | 12/2017 |
| Thrivent Investment Management Inc | Minneapolis | MN | 02/2022 | 12/2022 |
| Thrivent Financial | Appleton | WI | 08/2022 | 12/2022 |
| Lake County School Board | Tavares | FL | 03/2023 | Present |
| Lpl Financial | Clermont | FL | 12/2024 | Present |
1) 12/02/2024 - KMF Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date: 11/19/2024 - 160 Hrs/Mth - 8 Hrs During Trading - 100% Time Spent 2) 12/02/2024- Real Estate Rental - Owner - Inv. Related - Haverhill, MA 01830 - Start date 05/01/2010 - 3 hrs per month - 5 % Time Spent 3) 12/02/2024- Lake County School Board - Instructional Teacher - Outside/W-2 Employment - Non Inv. Related - Start date 11/19/2024 - 80 Hrs/Mth - 930 Hrs During Trading. - 25% Time Spent 4) 07/02/2025 - Law Tax and Financial Services - Investment Related - Tax Prep/Accounting/CPA - Home Based - Start Date:02/01/2026 - 15 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-26 |
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