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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-08-17 |
Branch Locations
99 East Main Street, Ste 200, Franklin, TN 37064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kramer Financial Group, Llc | New York City | NY | 05/2021 | 07/2021 |
| Northerncross Partners, Llc | Los Angeles | CA | 05/2022 | 08/2022 |
| Third Bridge Group Limited | Los Angeles | CA | 09/2024 | 07/2025 |
| United States Army Reserves | Franklin | TN | 05/2024 | Present |
| Unemployed | New York City | NY | 05/2016 | 08/2020 |
| University Of Southern California | Los Angeles | CA | 08/2020 | 05/2024 |
| Kramer Financial Group, Llc | Franklin | TN | 10/2025 | Present |
| Lpl Financial | Franklin | TN | 10/2025 | Present |
1. 05/2026 - United States Army Reserve - Outside/W-2 Employment - NOT INV REL - 16 Hour(s)/Month – 0 Hour(s) During Trading - JBMDL NJ 08641 - OBA Start date: 05/11/2024 2. 05/2026 - Kramer Financial Group LLC - DBA for LPL Business (entity for LPL business) - INV REL – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 06/08/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-23 |
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