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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-18 |
| MA | RA | APPROVED | 2018-08-08 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Clower Insurance & Financial Strategies | Medfield | MA | 09/2000 | 07/2018 |
| Valmark Securities, Inc. | Akron | OH | 01/2011 | 07/2018 |
| Valmark Advisers, Inc. | Akron | OH | 01/2011 | 07/2018 |
| Lpl Financial Llc | Mashpee | MA | 07/2018 | Present |
1. 7/16/2018 - No Business Name - Not Investment Related - At Reported Business Location(s) - Notary - Time Spent 2%. 2. 7/16/2018 - Clower Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL Business) - Start Date 7/16/2018 - Time Spent 50%. 3. 7/16/2018 - CLOWER INSURANCE & FINANCIAL STRATEGIES, INC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 4. 7/16/2018 - Elizabeth Dean Clower Inherited Trust - Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Trustee - Started 7/16/2018 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 5% - Trustee of sister, Elizabeth Dean Clower Inherited Trust. 5. 2/1/2021 - Clower Insurance & Financial Strategies, Inc. - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 10/30/2020 - 4 Hours Per Month/0 Hours During Securities Trading. 6. 09/15/2021 - Courtney G. Clower Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date: 07/16/2018 - 2 Hours Per Month/2 Hours During Securities Trading - Trustee. 7. 09/15/2021 - Elizabeth Dean Clower Inherited Trust - Not Investment Related - At Reported Business Location(s) - Act in a Fiduciary Capacity - Start Date: 07/16/2018 - 4 Hours Per Month/4 Hours During Securities Trading - Trustee. 8) 01/16/2025 - Robert Clower - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:12/18/2024 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-13 |
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