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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-09 |
| TX | RA | APPROVED_RES | 2019-05-09 |
Branch Locations
601 New Britain Rd Bld 100, Ste 120, Doylestown, PA 18901 • United States
630 Freedom Business Center Dr 3Rd Floor, King Of Prussia, PA 19406 • United States
Doylestown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Philadelphia | PA | 08/2008 | 04/2019 |
| Lpl Financial Llc | Philadelphia | PA | 05/2019 | Present |
1) 04/12/2019 - BARRY A. RUCKS & ASSOCIATES - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location - start: 04/2019 2) 03/04/2019 - 143, Family. A Wealth Management Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 04/2019 - 160 hr/mth 3) 4/7/2020 - Radian Advisory - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/24/2019 - 160 Hours Per Month During Securities Trading. 4) 05/18/2023 - Claire Reid Wealth Advisory - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/01/2023 - 40 hours per month/ during trading 5) 12/02/2025 - Claire Reid Cabinet - Other - Wellness Products & Education - Founder/ Owner - Not Investment Related - Richboro, PA - Start Date 11/13/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-05 |
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