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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-16 |
| PA | RA | APPROVED | 2017-10-04 |
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 |
|---|---|---|---|---|
| Voya Financial Advisors | Mechanicsburg | PA | 09/2014 | 09/2017 |
| Lpl Financial Llc | Harrisburg | PA | 10/2017 | Present |
1. 10/2/2017 - No Business Name - Not Investment Related - Home Based - OTHER-MUSICIAN - Started 01/01/2013 - 8 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - Musician/Performer. 2. 10/2/2017 - SUSQUEHANNA WEALTH ASSURANCE GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Started 10/02/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 3. 04/18/2023 - PA Dutchman Holdings BV - Not Investment Related - Oudegracht a/d Werf 30, Utrech, NL. 3511 AP - Business Entity For Tax/Investment Purposes Only -Start Date 03/14/2023 - 10 Hours Per Month/0 Hours During Securities Trading 4) 09/15/2025 - Highlander Financial Group - Investment Related - DBA for LPL Business (entity for LPL business) - Home Based - Start Date:09/08/2025 - 20 Hrs/Mth - 20 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-08 |
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