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1026 Cromwell Bridge Road Suite 100, Towson, MD 21286 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2022-12-12 |
| TX | RA | APPROVED_RES | 2022-11-14 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Bixby | OK | 02/2009 | 11/2022 |
| Founders Financial Securities Llc | Towson | MD | 11/2022 | Present |
1) Hoffman Wealth Management, LLC; Investment Related; 15609 South Peoria Ave Bixby, OR 74008; Start Date: 1/16/2009; Agent; Sale of various insurance products 2) Hoffman Longhorn Cattle Company; Not Investment Related; 15609 S Peoria Ave Bixby, OK 74008; Start Date: 02/09/2016; Owner/Operator; 5 Hrs. per month; 0 Hrs. during trading; Feed, raise and process cattle. 3) St Clement of Rome Catholic Church, Non-Investment Related, 15501 S Memorial Dr, Bixby, OK 74008, Purpose of Business: Financial Council and Parish Council, Position: Committee Member, Start Date: 2/9/24, Hours Per Month: 1; Hours During Trading: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-07 |
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