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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-12-05 |
Branch Locations
1920 Butler Pike, Conshohocken, PA 19428 • United States
8500 Germantown Avenue, Philadelphia, PA 19118 • United States
600 Old York Road, Jenkintown, PA 19406 • United States
2795 Ridge Pike, Trooper, PA 19403 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 05/2013 | 11/2016 |
| Trumark Financial Credit Union | Jenkintown | PA | 05/2013 | Present |
| Lpl Financial, Llc | Jenkintown | PA | 12/2016 | Present |
1. 12/01/2016 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Financial Investor Services - Investment Related - At Reported Business Location(s) 2. 3/16/2021 - No Business Name - Investment Related - Philadelphia, PA - Real Estate Rental - Start Date: 8/10/2020 - 0 Hours Per Month/0 Hours During Securities Trading - Monthly passive income. 3. 08/25/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Credit Union - DBA: TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date: 08/23/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 1/25/2022 - No Business Name - Investment Related - Ocean City, Maryland - Real Estate Rental - Started 01/03/2022 - 23 Hours Per Month/0 Hours During Securities Trading 5. 11/09/2022 - No Business Name - Investment Related - Philadelphia, PA - Real Estate Rental - Start Date - 08/10/2022 - 0 Hours Per Month/0 Hours During Securities Trading 6. 06/10/2024 - Real Estate Rental - Investment Related - Ocean City, MD - Start Date 09/29/2023 - 1 Hour Per Month/ 0 Hours During Trading 7. 04/08/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Wealth Advisor - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 160 hours per month/ during trading 8. 04/08/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 160 hours per month/ during trading 9. 04/14/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Wealth Advisors - Not Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 200 hours per month/ 160 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
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