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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-13 |
Branch Locations
23 Nutt Road, Phoenixville, PA 19460 • United States
595 N Morehall Rd, Malvern, PA 19355 • United States
700 E Market Street, West Chester, PA 19382 • United States
1884 S. State Road, Upper Darby, PA 19082 • United States
1141 Baltimore Pike, Springfield, PA 19064 • United States
7350 Large St, Philadelphia, PA 19152 • United States
1900 N. 5Th Street, Philadelphia, PA 19122 • United States
115 E Swedesford Road, Wayne, PA 19087 • United States
370 W. Uwchlan Ave, Downingtown, PA 19335 • United States
1701 Market Street, Philadelphia, PA 19064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Santander Bank Na | Wayne | PA | 08/2014 | 09/2016 |
| Santander Securities Llc | Guaynabo | PR | 08/2014 | 09/2016 |
| Wells Fargo Bank, Na | Phoenixville | PA | 10/2016 | 04/2018 |
| Wells Fargo Advisors, Llc | Phoenixville | PA | 10/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Phoenixville | PA | 11/2016 | 04/2018 |
| Key Investment Services Llc | Plymouth Meeting | PA | 04/2018 | 05/2022 |
| Trumark Financial Credit Union | Phoenixville | PA | 05/2022 | Present |
| Lpl Financial Llc | Phoenixville | PA | 05/2022 | Present |
1- 05/12/2022 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) 2- 04/08/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-20 |
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