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45 Wyntre Brooke Drive, York, PA 17403 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-11 |
| PA | RA | APPROVED | 2003-08-08 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-02-26 |
| PA | RA | APPROVED | 2010-02-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | York | PA | 11/2000 | Present |
| The Financial Advisory Group | York | PA | 05/2003 | Present |
1) 09/04/2013 - DBA ONLY - THE FINANCIAL ADVISORY GROUP LTD - YORK, PA 2) 12/05/2013 - FORTY-FIVE WB - REAL ESTATE RENTAL - OWN OUR OFFICE BUILDING WHICH HOUSES THE FINANCIAL ADVISORY GROUP. TIME SPENT 5%. 3) 11/11/2014 - BELLMAN KLEIN - NON-VARIABLE INSURANCE - TIME SPENT 1 HOUR PER MONTH - YORK, PA 4) 12/7/2020 - The Financial Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date: 05/01/2003 - 4 Hours Per Month/4 Hours During Securities Trading - I provide financial planning and consulting services through THE FINANCIAL ADVISORY GROUP, an independent investment advisor firm. I started this business activity in 05/2003 and expect to spend 4 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-21 |
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