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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2009-09-28 |
Branch Locations
2020 Highway A1A Ste 104, Indian Harbour Beach, FL 32937-3581 • United States
Indialantic, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Indialantic | FL | 09/2009 | Present |
1. 12/7/09-NON VARIABLE INSURANCE-FIXED INSURANCE IS SOLD UNDER MY NAME AS AGENT UNDER MY FLORIDA AGENT NUMBER. PRODUCTS INCLUDE FIXED AND IMMEDIATE ANNUITIES, LTC POLICIES, AND FIXED LIFE INSURANCE.-2% TIME SPENT. 2. 12/14/09- NATIONWIDE LIFE INSURANCE, NON-VARIABLE INSURANCE, AGENT - FIXED ANNUITIES, TERM LIFE INSURANCE - PROVIDE FIXED INSURANCE PRODUCTS TO MEET CLIENT NEEDS, 1% OF TIME SPENT. 3. 12/17/2010 - DBA ONLY, JD BOWEN FINANCIAL GROUP. 4. 12/23/2016 - No Business Name - Investment Related - Indian Harbour Beach, FL - Real Estate Rental - Start 01/02/2017 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-16 |
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