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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-19 |
| NJ | RA | APPROVED | 2023-10-10 |
| TX | RA | APPROVED | 2018-10-16 |
| DE | RA | APPROVED | 1999-12-14 |
Branch Locations
224 East Street Rd Ste 100, Kennett Square, PA 19348 • United States
15 Middleton Dr., Wilmington, DE 19808 • United States
Ocean City, NJ • United States
1312A Asbury Ave, Ocean City, NJ 08226 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilmington | DE | 12/1999 | Present |
(1) 11/08/2004 - REAL ESTATE RENTAL - ESTABLISHING COVENANT PROPERTIES I LLC WITH FATHER TO PURCHASE BUILDING (2) 06/14/2007 - DBA ONLY - COVENANT WEALTH STRATEGIES - ESTABLISHED AS A SINGLE MEMBER LLC. IT WAS ESTABLISHED TO REPLACE THE CURRENT DBA AT SOME POINT IN THE FUTURE. - 1% OF TIME SPENT - WILMINGTON, DE (3) 10/05/2007 - DBA ONLY - COVENANT WEALTH STRATEGIES, LLC - WILMINGTON, DE (4) 06/01/2009 - Real Estate Rental - RENTAL OF SEPARATE OFFICE SPACE IN EXISTING BUILDING WHICH IS OWNED BY THE BUSINESS. - 1% OF TIME SPENT (5) 12/09/2013 - COVENANT WEALTH STRATEGIES, LLC - NON-VARIABLE INSURANCE - FIXED INSURANCE SALES - 5% OF TIME SPENT - WILMINGTON, DE (6) 05/26/2026 - Covenant Properties, II, LLC - Real Estate Rental - Investment Related - Ocean City, NJ - Start Date 10/01/2024 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-07 |
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