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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2021-08-25 |
| PA | RA | APPROVED | 2019-03-18 |
| TX | RA | APPROVED | 2019-03-18 |
Branch Locations
100 Northpointe Circle Suite 301, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Seven Fields | PA | 05/2014 | Present |
| Good Life Advisors, Llc | Wyomissing | PA | 10/2014 | 03/2019 |
1. 2/22/2016 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - START DATE: 02/02/2016 - 8 Hours Per Month During Securities Trading. 2. 6/9/2016 - Seven Fields Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/26/2016 - 160 Hours Per Month During Securities Trading. 3. 5/5/2017 - National Brokerage - Investment Related - 894 Beaver Grade Rd Ste 401, Moon Township, PA 15108 - Non-Variable Insurance - Agent - Started 05/01/2017 - 8 Hours Per Month During Securities Trading. 4. 11/24/2017 - American Senior Benefits - Investment Related - At Reported Business Location(s) - Non Variable Insurance - Start Date 10/30/2017 - 4 Hours Per Month/1 Hour During Securities Trading - FA Supplemental for life and health offerings. 5. 09/14/2021 - Seven Fields Financial, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 07/29/2014 - 10 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-25 |
| S66 | Uniform Combined State Law Examination | 2001-07-02 |
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