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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2024-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Owensboro | KY | 06/2014 | 10/2024 |
| Wells Fargo Advisors Financial Network, Llc | Owensboro | KY | 10/2024 | Present |
1. 06/30/2014 - NEWBERRY WILE BUILDING LLC/ PROPERTY MANATER OF REAL ESTATE RENTAL/ 1%/ OWENSBORO, KY 2. 06/30/2014 - FINANCIAL FREEDOM PARTNERS, LLC/ DBA ONLY/ 100%/ OWENSBORO, KY 3. 9/16/2014 - Private Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Time Spent 100%. 4. 3/26/2021 - C. Philip Clark - Investment Related - At Reported Business Location(s) - Insurance Agency - Agent/Broker - Started 01/01/2021 - 10 Hours Per Month/5 Hours During Securities Trading - Offering Fixed annuities, LTC, Disability, Universal, Indexed Life, and Term Life. 5. 10/01/2021 - Hollison LLC - Not Investment Related - 4101 Vincent Station Rd., Owensboro, KY 42303 - For-Profit Board Member - Start Date: 07/30/2021 - 6 Hours Per Month/0 Hours During Securities Trading. 6. 2/8/2022 - Private Advisor Group - DBA: (Hybrid) Financial Freedom Partners LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 07/01/2014 - 120 Hours Per Month During Securities Trading - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity in 2/2022. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-02-21 |
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