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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-02 |
Branch Locations
7000 Stonewood Dr Ste 150A, Wexford, PA 15090 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self/ Insurance Agent | Pittsburgh | PA | 08/2008 | 11/2023 |
| Commonwealth Financial Network | Waltham | MA | 04/2009 | 11/2023 |
| Lpl Financial Llc | Pittsburg | PA | 11/2023 | Present |
1) 11/01/2023 - MOUGANIS Financial Services - Non-Variable Insurance - At reported business location(s) - Investment related - Start date: 10/12/2023 - 4 Hrs/Mth - 1 Hrs During Trading. 2) 11/01/2023 - MOUGANIS Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start date: 10/2/2023 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 06/18/2025 - "Schooled in Retirement" Book - Not Investment Related - Author - At reported business location(s) - Start Date: 01/02/2012 - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-05 |
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