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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
335 W Butler Ave, Chalfont, PA 18914 • United States
333 S Broad St, Lansdale, PA 19446 • United States
770 Sumneytown Pike, West Point, PA 19486 • United States
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 |
|---|---|---|---|---|
| Invest Financial Corporation | Chalfont | PA | 07/2012 | 02/2018 |
| Lpl Financial Llc | West Point | PA | 02/2018 | Present |
1. 02/14/2018 - PENNSYLVANIA INTERSCHOLASTIC ATHLETIC ASSOCIATION INC - Not Investment Related - 550 GETTYSBURG ROAD PO BOX 2008 MECHANICSBURG, PA 17055 - Other - Start Date 03/15/2015 - 10 Hours Per Month/0 Hours During Securities Trading - UMPIRE HIGH SCHOOL BASEBALL GAMES. 2. 02/14/2018 - New Britain Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) 3. 07/27/2023 - AssetMark Inc. - Not Investment Related - Home Based - Other - Panel Member - Field Advisory Board Member - Start Date 05/01/2023 - 3 Hours Per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-28 |
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