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Jackson, MS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-12-03 |
Branch Locations
Kennett Square, PA • United States
Jackson, MS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abridge Partners, Llc | Middletown | DE | 10/2007 | Present |
| Lpl Financial Corporation | San Mateo | CA | 09/2009 | 01/2021 |
1. 05/25/10 - RIA/ABRIDGE PARTNERS, LLC/HYBRID - FINANCIAL PLANS FOR A FIXED FEE AND/OR HOURLY RATE. 30% OF TIME. 2. 6/4/2010: NON-VARIABLE INSURANCE - LIFE INSURANCE THROUGH FFR; FIXED ANNUITIES THROUGH SAFE HARBOR. - TIME SPENT 25% - MIDDLETOWN, DE. 3. 9/5/2013: DBA ONLY - ABRIDGE PARTNERS, LLC - MIDDLETOWN, DE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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