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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Kimberly Financial Group | Dublin | OH | 09/2011 | 04/2021 |
| Voya Financial Advisors | Dublin | OH | 09/2014 | 05/2021 |
| Lpl Financial Llc | Dublin | OH | 05/2021 | Present |
1)5/2021- Kimberly Financial, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Dublin, OH- start date 1/2018 2) 5/2021 -Kimberly Financial, LLC- Non-Variable Insurance- Agent selling Life annuity health disability long term care- Inv. Related- Dublin, OH- 15%
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-08-14 |
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