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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-12-09 |
| TX | RA | APPROVED | 2019-12-09 |
Branch Locations
250 Tanglewood Lane, King Of Prussia, PA 19406 • United States
250 Tanglewood Lane, King Of Prussia, PA 19406 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1991-04-02 |
Branch Locations
250 Tanglewood Lane, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clairmont,Paciello & Co.,P.C. | King Of Prussia | PA | 12/1975 | Present |
| Tanglewood Financial Services,Inc | King Of Prussia | PA | 06/1988 | Present |
| Cpc Financial Planning Inc | King Of Prussia | PA | 06/1988 | Present |
| Royal Alliance Associates, Inc. | King Of Prussia | PA | 04/1997 | 12/2019 |
| Lpl Financial Llc | King Of Prussia | PA | 12/2019 | Present |
1)12/9/19- CPC Financial Planning, Inc- DBA for LPL Business (entity for LPL business)- Inv. Related- King of Prussia, PA - 135hrs/mth- 50% 2)12/9/19- Non-Variable Insurance- Agent for Life, Health and Disability- Inv. Related- King of Prussia, PA- 3)12/9/19- Tanglewood Financial Services, Inc. - Business Entity For Tax/Investment Purposes Only- Inv. Related- King of Prussia, PA- start date 9/1/1988- 20hrs/mth- 5% 4)12/9/19- Clairmont, Paciello & Co- Tax Prep/Accounting/CPA- Inv. Related- King of Prussia, PA- start date 12/15/1975- 5%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-09-01 |
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