Important Disclosure Information

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.

 The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Courtney J. Burn, CRPC*
Series 66 - Uniform Combined Securities Law,
SIE - Securities Industry Essentials,
Series 7 - General Securities Representative
Courtney J. Burn, CRPC is registered to sell securities in the following states: FL, MD, NJ, NY, PA, SC, VA
Courtney J. Burn, CRPC is licensed to sell insurance products in the following states: FL. NJ, PA, SC, VA

Dennis Gerkhardt, CFP
Series 24 – General Securities Principal
Series 63 - Uniform Securities Agent State Law,
SIE - Securities Industry Essentials,
Series 7 - General Securities Representative
Dennis Gerkhardt, CFP is registered to sell securities in the following states: CA, FL, GA, HI, MA, MD, NJ, NY, NC, PA, SC, VA
Dennis Gerkhardt, CFP is licensed to sell insurance products in the following states: FL, GA, NJ, NC, NY, PA, SC

Mark Friedrich, CFP
Series 63 - Uniform Securities Agent State Law,
Series 65 - Uniform Investment Advisor Law,
SIE - Securities Industry Essentials,
Series 7 - General Securities Representative
Series 6 – Investment Company Products/Variable Life Contracts Representative
Mark Friedrich, CFP is registered to sell securities in the following states: FL, GA, IN, MD, MI, MT, NJ, NV, NY, NC, OH, PA, SC, VA
Mark Friedrich, CFP is licensed to sell insurance products in the following states: FL, MD, NC, NJ, PA, SC

Robert Thomaier
Series 63 - Uniform Securities Agent State Law,
Series 65 - Uniform Investment Advisor Law,
SIE - Securities Industry Essentials,
Series 6 – Investment Company Products/Variable Life Contracts Representative
Robert Thomaier is registered to sell securities in the following states: CA, DE, FL, GA, IL, MD, MA, MN, NV, NJ, NY, NC, OH, PA, SC, VA
Robert Thomaier is licensed to sell insurance products in the following states: NJ

*CRPC conferred by College for Financial Planning.

**All Series Licenses held through LPL Financial.