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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-01-23 |
Branch Locations
4381 W. Swamp Road, Doylestown, PA 18901 • United States
1200 Welsh Road, North Wales, PA 19454 • United States
875 Easton Road, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Horsham | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Horsham | PA | 11/2016 | 01/2019 |
| Lpl Financial Llc | Doylestown | PA | 01/2019 | Present |
| Trumark Fin'L Credit Union | Doylestown | PA | 01/2019 | Present |
1. 9/13/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) - Started 08/24/2021 - 160 Hours Per Month/8 Hours During Securities Trading. 2. 04/01/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 01/21/2019 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-19 |
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