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20 Montchanin Road Suite 270, Greenville, DE 19807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2026-06-30 |
Branch Locations
Middletown, DE • United States
20 Montchanin Road Suite 270, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Indeed, Inc. | Stamford | CT | 11/2015 | 07/2026 |
| Lpl Financial | Greenville | DE | 05/2026 | Present |
| Investment Management & Planning Llc | Greenville | DE | 06/2026 | Present |
1) 05/08/2026; Archer McBride Home Buyers LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 12/27/2021; 0hrs/mth; 0hrs during trading 2) 06/30/2026; (Hybrid) INVESTMENT MANAGEMENT & PLANNING, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 06/18/2026; 160hrs/mth; 160hrs during trading; I provide investment advisory services through Investment Management and Planning, LLC, an independent investment advisor firm. I started this business activity in 6/2026. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/16/2026 - Insurance Agent - Investment Related. Duties include offering insurance products and services to clients and prospects. Spend minimal time on this activity. Greenville, DE and Middletown, DE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-30 |
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