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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-21 |
Branch Locations
1525 Oregon Pike Suite 1902, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Lancaster | PA | 07/2012 | 05/2021 |
| Heritage Insurance Assoc Dba/Lancaster Benefits Group Llc | Lancaster | PA | 04/2013 | 03/2025 |
| The Investment Center, Inc. | Bedminster | NJ | 05/2021 | 03/2025 |
| Lpl Financial Llc | Lancaster | PA | 03/2025 | Present |
1- 03/06/2025 - Aqua Premier Auto Wash - Business Owner - Investment Related - Lancaster, PA - Start Date 11/01/2019 - 20 hours per month/ 0 hours during trading 2- 03/06/2025 - Lancaster Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/03/2012 - 160 hours per month/ during trading 3- 03/06/2025 - Iag, Inc - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/03/2000 - 40 hours per month/ during trading 4- 07/2025 - Real Estate Rental - Rental Owner - Lancaster, PA - Investment Related - Start Date 01/01/2003 - 2 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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