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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Messersmith & Associates | Media | PA | 08/1986 | Present |
| Next Financial Group Inc | Media | PA | 01/2015 | 07/2025 |
| Lpl Financial Llc | Media | PA | 07/2025 | Present |
1. 07/10/2025- Messersmith Financial Services- Tax Prep/Accounting/CPA- INV Related- At Reported Business Location(s)- Start date 05/16/2011- 3 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- John W. Messersmith- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/06/1986- 1 Hour Per Month- 1 Hour During Trading 3. 07/10/2025- Messersmith And Associates- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/06/1986- 170 Hours Per Month- 170 Hours During Trading 4. 07/10/-2025-John Messersmith-Real Estate Rental- INV Related- At West Chester, PA- Start date 05/22/2023- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-22 |
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