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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | Berwyn | PA | 08/2007 | 08/2024 |
| Lpl Financial, Llc | Berwyn | PA | 08/2024 | Present |
1.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Academy Financial, Inc; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PFG Advisors; Investment Related; at Reported Business Location(s); Start Date 01/01/2024; 160hrs/mth; 8hrs during trading 3.07/21/2026; Pension Financial Group Ltd; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 01/01/2024; 1hrs/mth; 0hrs during trading 4.08/03/2026; Academy Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2022; 3hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-06-05 |
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