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20 Montchanin Road Suite 270, Greenville, DE 19807 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-04-04 |
| TX | RA | APPROVED | 2016-04-04 |
| DE | RA | APPROVED | 2002-02-25 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Greenville | DE | 08/1997 | Present |
| Investment Management & Planning, Llc | Greenville | DE | 02/2002 | Present |
1. 4/22/2003: DBA ONLY - DELAWARE RETIREMENT PLANNERS, INC. - GREENVILLE, DE. 2. 7/29/2010: REGISTERED INVESTMENT ADVISOR DBA - (FP) INVESTMENT MANAGEMENT & PLANNING - INVESTMENT MANAGEMENT & PLANNING, LLC - TIME SPENT 5% - GREENVILLE, DE. 3. 2/4/2015: REGISTERED INVESTMENT ADVISOR - INVESTMENT MANAGEMENT & PLANNING - START DATE=03/01/2015 - INVESTMENT RELATED - 40 HOURS PER MONTH DURING TRADING - 20 MONTCHANIN ROAD SUITE 270, GREENVILLE DE 19807. 4. 7/31/2020 - Pinehurst Golf Hospitality LLC - Investment Related - Pinehurst NC - Real Estate Rental - Start Date: 7/1/2020 - 2 Hours Per Month/0 Hours During Securities Trading. 5. 06/27/2022 - Kaffe Karma - Not Investment Related - Greeenville, DE - Other - Business Owner - Start Date - 08/01/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading. 6. 12/02/2025 - Karmas Korner - Other - business owner coffee shop - Not Investment Related - Wilmington, DE - Start Date 11/03/2025 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-23 |
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