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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-21 |
| FL | RA | APPROVED | 2024-04-09 |
| MN | RA | APPROVED | 2024-04-08 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
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 |
|---|---|---|---|---|
| Hope Charter School | Ocoee | FL | 08/2018 | 05/2020 |
| Orange County Public Schools | Orlando | FL | 02/1991 | 07/2018 |
| Thrivent Investment Management Inc | Groveland | FL | 02/2020 | 01/2024 |
| Thrivent Financial | Appleton | WI | 05/2020 | 09/2020 |
| Thrivent Financial | Appleton | WI | 09/2020 | 01/2024 |
| Lpl Financial Llc | Groveland | FL | 01/2024 | Present |
1) 01/2024 - KMF Advisors / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 02/13/2024 - KMF Insurance LLC - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 02/12/2024 - 4 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-07 |
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