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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
205 E Mcmurray Rd, Mcmurray, PA 15317 • 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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Mcmurray | PA | 05/2002 | 07/2023 |
| Pittsburgh Financial Consultants, Inc. | Mcmurray | PA | 01/2016 | Present |
| Lpl Financial Llc | Mcmurray | PA | 07/2023 | Present |
1) 06/14/2023 - Pittsburgh Financial Consultants - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hours per month. 2) 06/14/2023 - DSR Properties, LLC - Real Estate Rental - PA 15317 - Investment related - Start date: 01/01/2019. 3) 06/14/2023 - Pittsburgh Financial Consultants - Non-Variable Insurance - Selling: Tri-State Brokerage - PA 15317 - Investment related - 20 Hours per month - Start date: 07/15/2002.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-18 |
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