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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2020-11-12 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Broomall | PA | 03/2001 | Present |
1. 10/08/2015 - Independent Advisor Group - INV REL - 100 Witmer Road, Suite 140, Horsham, PA - DBA for LPL Business (entity for LPL business) - START 10/01/2015 - 10 HOURS PER MONTH, 6 DURING TRADING 2. 7/24/2018 - Apex Wealth Management - Investment Related - 780 Parkway Drive, Broomall, PA 19008 - Business Entity For Tax/Investment Purposes Only - Start Date: 07/10/2018 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 1/26/2022 - Horsham Holdings Group - Not Investment Related - 100 Witmer Road, Suite 140, Horsham, PA 19044 - Other-Business Owner - Start Date: 01/19/2022 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-03-23 |
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