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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-21 |
| TX | RA | APPROVED | 2021-09-20 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Wealth Advisory Services, Inc. | Doylestown | PA | 04/2004 | 09/2021 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Realty One Group | Doylestown | PA | 01/2019 | Present |
| Lpl Financial, Llc | Doyleston | PA | 09/2021 | Present |
1) 9/2021 - DBA for LPL Business (entity for LPL business) - Gladstone Wealth Partners - Investment Related - 100% - Doyleston, PA 18901 2) 5/2003 - DBA for LPL Business (entity for LPL business) - Wealth Advisory Services - Investment Related - 100% - Doyleston, PA 18901 3) 9/2021 - Non-Variable Insurance - BOOK OF BROKERS - Investment Related - 1% - Doyleston, PA 18901 4) 07/18/2022 - SIC Landis LLC - Investment Related - Other - Rep's business - Start Date - 05/16/2022 - 1 Hours Per Month/0 Hours During Securities Trading 5) 05/18/2023 - Zero Negative - Not Investment Related - Home Based - Other - LifeStyle Brand/Clothing - Start Date 05/29/2023 - 5 Hours Per Month/ 2 Hours During Securities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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