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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2010 | 09/2016 |
| First Niagara Securities | Douglassville | PA | 05/2010 | 09/2016 |
| Key Investment Services Llc | Douglassville | PA | 09/2016 | 02/2020 |
| Lincoln Financial Securities | Fort Wayne | IN | 02/2020 | 08/2024 |
| Lpl Financial | Douglassville | PA | 09/2024 | Present |
1 - 08/2024 - Nathan Lee Wealth Management, LLC - Non-Variable Insurance - Inv Related - 8 Hours/Month - 2 Hours During Trading - PA 19518 - OBA Start Date: 08/09/2024. 2- 09/23/2024 - Boyertown Rod and Gun Club - Non-Profit Board Member - Not Investment Related - 295 Sunset Hill Rd Boyertown, PA 19512 - Start Date 08/08/2024 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-21 |
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