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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-08 |
Branch Locations
4 Lemoyne Dr, Suite 103, Lemoyne, PA 17043 • United States
4 Lemoyne Dr, Suite 103, Lemoyne, PA 17043 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc | Wyncote | PA | 06/2013 | 10/2020 |
| Securian Advisors Of New England | Braintree | MA | 01/2021 | 06/2022 |
| Minnesota Life Insurance Company | St Paul | MN | 01/2021 | 06/2022 |
| Securian Financial Services Inc | St Paul | MN | 01/2021 | 06/2022 |
| Tiaa-Cref Individual & Institutional Services, Llc | Bloomsburg | PA | 08/2022 | 12/2024 |
| Tiaa | Bloomsberg | PA | 08/2022 | 12/2024 |
| Capital Analysts | Braintree | MA | 03/2014 | 10/2020 |
| Lincoln Investment | Braintree | MA | 06/2013 | 10/2020 |
| Freedom Financial Wealth Management | Lemoyne | PA | 09/2025 | Present |
| Unemployed | Bloomsburg | PA | 01/2025 | 09/2025 |
| Unemployed | Quincy | MA | 11/2020 | 01/2021 |
| Unemployed | Quincy | MA | 06/2022 | 08/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | 04/2026 |
| Lpl Financial | Lemoyne | PA | 04/2026 | Present |
1. 4/2026 - Freedom Financial Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 4/7/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-27 |
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