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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-30 |
Branch Locations
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
Flower Mound, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hornor Townsend & Kent Inc | Horsham | PA | 12/2014 | 08/2023 |
| Penn Mutual Life Ins Co | Horsham | PA | 12/2014 | 08/2023 |
| Lpl Financial Llc | Flower Mound | TX | 08/2023 | Present |
1) 07/12/2023 - Feldman Financial Freedom - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 07/12/2023 - Feldman Financial Freedom - Non-Variable Insurance - Selling: Life Ins, LTC Ins, LTD Ins, and Group Health - TX 75022 - Investment related - 5 Hours per month - Start date: 8/1/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-20 |
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