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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2021-08-16 |
| TX | RA | APPROVED_RES | 2012-02-08 |
Branch Locations
99 East Main Street, Ste 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | New York | NY | 03/1998 | Present |
| Kramer Financial Group, Llc | New York | NY | 04/1996 | Present |
1) 08/06/2008: Kramer Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 07/06/2014: P.I.E. Facilities, Inc. - Non-Variable Insurance - Investment Related - 1430 Broadway, New York, NY 10018 - Started 07/01/2014 - 0 Hr/Mo - agent 3) 07/18/2022 - Highland Capital Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 07/08/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 4) 07/01/2025 - The Cason Group - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start Date - 06/18/2025 - 1 Hours Per Month/1 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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