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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| OH | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Fairfield | CT | 07/2015 | 07/2021 |
| Waddell & Reed, Inc | Westport | CT | 07/2015 | 07/2021 |
| Mass Mutual | Southport | CT | 07/2015 | 12/2017 |
| Mass Mutual | Center Valley | PA | 04/2016 | 12/2017 |
| Jordan Kerner Company | Southport | CT | 08/2016 | 12/2017 |
| Lpl Financial Llc | Westport | CT | 07/2021 | Present |
1) 10/2019 - JorMik Capital / DBA for LPL Business (entity for LPL business) / Investment Related / 0HRS/ MO / 495 POST ROAD EAST SUITE 219 WESTPORT CT 06880 2) 01/24/2025- JormikCapital Holdings- Business Entity For Tax/Investment Purposes Only- Not INV Related- At Reported Business Location(s)- Start date 01/01/2025 3) 03/31/2025 - PAG Growth Partners / JorMik Capital Holdings, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date: 03/01/2025 - 5 Hrs/Mth - 5 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-04 |
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