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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-04 |
| IN | RA | APPROVED | 2019-08-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Elkhart | IN | 01/2002 | 08/2019 |
| Financial Partners, Inc. | Elkhart | IN | 12/1992 | Present |
| Raymond James Financial Services Advisors, Inc | Elkhart | IN | 01/2009 | 08/2019 |
| Property Llc | Elkhart | IN | 12/2001 | Present |
| Financial Partners Wealth Strategies | Elkhart | IN | 01/2014 | 12/2017 |
| Phoenix Life Insurance | Elkhart | IN | 01/2014 | 08/2019 |
| Financial Partners, Inc | Elkhart | IN | 12/2001 | Present |
| Financial Partners, Inc. | Elkhart | IN | 08/2011 | Present |
| Windsor Insurance | Elkhart | IN | 06/2017 | 08/2019 |
| Lpl Financial Llc | Elkhart | IN | 08/2019 | Present |
1)01/1995 - Non-Variable Insurance - FINANCIAL PARTNERS - 0% - INVESTMENT RELATED - HARTFORD, CT 2)04/1999 - REAL ESTATE RENTAL - PROPERTY, LLC - 0% - INVESTMENT RELATED - 1801 E. BRISTOL ST ELKHART, IN 3)01/2011 - REAL ESTATE RENTAL - UVC VACATION CLUB VILLA GROUP - 0% - INVESTMENT RELATED - 3449 FOX CHASE BRISTOL, IN 46507 4)12/1992 - DBA FOR LPL BUSINESS(ENTITY FOR LPL BUSINESS) - 100% - INVESTMENT RELATED - ELKHART, IN 46514
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-09-06 |
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