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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
2008 Kinvara Dr, Pittsburgh, PA 15237 • United States
645 Rodi Rd Ste 300, Pittsburgh, PA 15235-4569 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Pittsburgh | PA | 01/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc | Allison Park | PA | 01/2013 | 07/2021 |
| James Sullivan | Pittsburgh | PA | 10/2013 | 07/2021 |
| Sullivan & Danna Llc | Pittsburgh | PA | 12/2017 | 07/2021 |
| Beratung Partners, Inc. | Pittsburgh | PA | 01/2020 | 07/2021 |
| Lpl Financial Llc | Canonsburg | PA | 07/2021 | Present |
1. 12/19/2017/Michael Sullivan/Sullivan & Danna, LLC/DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Pittsburgh, PA 2. 01/20/2020/Beratung Partners Inc/Real Estate Rental/Investment Related/0 HRS/MO/Pittsburgh , PA 3. 1/2020/Michael Sullivan/Beratung Advisors/DBA for LPL Business (entity for LPL business)/Investment Related/0 HRS/MO/Pittsburgh, PA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-10 |
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