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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klosterman & Associates | Severna Park | MD | 02/1986 | Present |
| Lpl Financial | Pikesville | MD | 02/2010 | Present |
1. 02/08/10 - SELL LIFE INSURANCE PRODUCTS AND FIXED ANNUITIES THOUGH BELMAN KLEIN ASSOCIATES, NON-VARIABLE INSURANCE, 2% 2. 02/08/10 - CPA PRACTICE, CPA/BOOKKEEPER/TAX PREPARER, 25%.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-18 |
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