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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-08-04 |
Branch Locations
40 Lincoln Way Suite 300, North Huntingdon, PA 15642 • United States
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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Monroeville | PA | 05/2005 | 08/2022 |
| Lpl Financial Llc | North Huntingdon | PA | 08/2022 | Present |
1.08/03/2022; Investment products and services are offered through LPL Financial LLC using the DBA/trade name GLADSTONE WEALTH PARTNERS; Investment Related; at Reported Business Location(s); Start Date 07/14/2022; 160hrs/mth; 8hrs during trading 2.11/23/2022; McCrorey Financial Services LLC; Insurance Agency; Investment Related; 40 Lincoln Way Suite 300 North Huntingdon,PA; Start Date 10/14/2022; 20hrs/mth; 10hrs during trading 3.10/03/2025; Alpha Solutions Management; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 09/25/2025; 4hrs/mth; 4hrs during trading 4.12/26/2025; One Resource Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 12/12/2025; 20hrs/mth; 5hrs during trading 5.01/14/2026; National Life Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 01/06/2026; 20hrs/mth; 5hrs during trading 6.08/05/2026; One Resource Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 20hrs/mth; 5hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-27 |
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