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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-07 |
| VA | RA | APPROVED | 2007-03-01 |
Branch Locations
5568 General Wa Dr #A-200, Alexandria, VA 22312 • United States
Arlington, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Alexandria | VA | 02/2007 | Present |
1. 3/1/2007 - NO BUSINESS NAME - OTHER DESIGNATION - INV REL - AT REPORTED BUSINESS LOCATIONS - AFFILIATED WITH HEARTLAND INSTITUTE OF FINANCIAL EDUCATION. CFE DESIGNATION. 2. 12/6/2007 - NON-VARIABLE INSURANCE - OLD MUTUAL FINANCIAL LIFE INSURANCE COMPANY - INV REL - AT REPORTED BUSINESS LOCATIONS - WRITING INSURANCE BUSINESS WITH OLD MUTUAL FINANCIAL LIFE INSURANCE COMPANY - 5% TIME SPENT. 3. 08/11/2015 - MAKONNEN FINANCIAL GROUP, LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATIONS - Makonnen Financial Group, LLC - START 07/06/2003 - 40 HRS PER MONTH, 40 HRS DURING TRADING. 4. 04/05/2016 - MFG - DBA for LPL Business (entity for LPL business) - MFG - INV REL - AT REPORTED BUSINESS LOCATIONS - START 07/06/2003 - My DBA Makonnen Financial Group, LLC (MFG) has already been approved. This submission is to get just the MFG DBA approved since I use MFG sometimes without Makonnen Financial Group, LLC - 70 HRS/MONTH & 35 HRS DURING TRADING. 5. 8/9/2017 - Retirement Planning Today - Investment Related - NOVA-Alexandria and NOVA-Annandale campus. - Other-Speaker/Seminar - Started 07/20/08 - 40 Hours Per Month/1 Hour During Securities Trading - Teaching Retirement Planning Today. 6. 11/02/2021 - Pachye LLC - Not Investment Related - 400 Army Navy Drive, Apt #1721, Arlington, VA 22202 - Life Coach - Start Date: 06/22/2021 - 40 Hours Per Month/0 Hours During Securities Trading - Public Speaker, Personal Development Coach and Sole owner of the business. 7. 06/30/2023 - Pence Financial Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 07/03/2023 - 200 Hours Per Month/ 8 Hours During Securities Trading 8. 08/25/2023 - Northern Virginia Community College - Not Investment Related - Northern Virginia Community College - Alexandria and Annandale Campus - Other - FSSR/Broadridge Educational Seminars - Start Date 09/01/2023 - 10 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-23 |
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