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KRISTIE LYNN JACKSON
KRISTIE LYNN ROBERTSON
CRD#: 4700090
IA
Investment Adviser
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Broker
PRINCIPAL SECURITIES, INC.CRD#: 1137 FORT MILL, SC
Registration History
2004200620082010201220142016201820202022202420262 FIRMS2017 - 2021 (4 years)2 FIRMS2024 - Present (1 year)BPRINCIPAL SECURITIES, INC. (CRD# 1137)2004 - 2017 (13 years)IACREATIVE PLANNING (CRD# 105348)2021 - 2024 (2 years)IAPRINCIPAL SECURITIES, INC. (CRD# 1137)2005 - 2017 (12 years)
License(s)

State Registrations

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South Carolina 1/29/2024

IA
South Carolina 2/1/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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PRINCIPAL SECURITIES, INC. (CRD#:1137)
FORT MILL, SC
Registered with this firm since 2/1/2024

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PRINCIPAL SECURITIES, INC. (CRD#:1137)
FORT MILL, SC
Registered with this firm since 1/29/2024

Previous Registration(s)
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12/17/2021 - 01/17/2024 CREATIVE PLANNING (CRD#:105348) Charlotte, NC
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08/10/2017 - 12/17/2021 LOCKTON INVESTMENT ADVISORS, LLC (CRD#:144133) Charlotte, NC
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08/10/2017 - 12/14/2021 LOCKTON INVESTMENT SECURITIES, LLC (CRD#:137476) CHARLOTTE, NC
IA
04/26/2005 - 08/07/2017 PRINCIPAL SECURITIES, INC. (CRD#:1137) RALEIGH, NC
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04/16/2004 - 08/07/2017 PRINCIPAL SECURITIES, INC. (CRD#:1137) RALEIGH, NC
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Broker
IA
Investment Adviser
Disclosures
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