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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| PA | RA | APPROVED | 2022-11-02 |
Branch Locations
4495 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Murrysville | PA | 01/1991 | Present |
| Trustmont Financial Group, Inc. | Greensburg | PA | 01/2000 | 10/2022 |
| Lpl Financial Llc | Murrysville | PA | 10/2022 | Present |
1) 9/2022- Puzak Wegley Financial, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Murrysville PA 2) 9/2022- Real Estate Rental- Owner- inv. related- 4495 Old William Penn Hwy, Murrysville, PA 15668- start dat 2000- 2hrs/mth 3) 01/09/2023 - Puzak Wegley Tax Service - DBA: Puzak Wegley Financial - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer-Owner - Start Date: 01/02/2002 - 5 Hours Per Month/60 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-01-04 |
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