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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-06-26 |
Branch Locations
99 East Main Street, Ste 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Xavier High School | New York City | NY | 09/2014 | 06/2018 |
| Wheaton College | Wheaton | IL | 08/2018 | 05/2019 |
| United States Military Academy At West Point | West Point | NY | 07/2019 | 05/2023 |
| Unemployed | Franklin | TN | 05/2019 | 07/2019 |
| United States Army | Franklin | TN | 05/2023 | 02/2025 |
| Lpl Financial Llc | Franklin | TN | 02/2025 | Present |
| Camp Greystone | Zirconia | NC | 06/2017 | 08/2017 |
| Camp Greystone | Zirconia | NC | 05/2018 | 05/2018 |
| Camp Greystone | Zirconia | NC | 07/2018 | 08/2018 |
1 - 04/23/2025- Kramer Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) - Start Date:04/15/2025 - 161.2 Hours/Month - 37.50 Hours During Trading. 2) 10/22/2025 - The Cason Group - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:10/14/2025 - 1 Hrs/Mth - 1 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-24 |
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