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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
Branch Locations
1690 Sumneytown Pike Suite 250, Lansdale, PA 19446 • United States
1690 Sumneytown Pike Suite 250, Lansdale, PA 19446 • 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 |
|---|---|---|---|---|
| Paychex Inc | Norristown | PA | 07/2014 | 12/2016 |
| Paychex Securities Corporation | Norristown | PA | 07/2014 | 12/2016 |
| Edward Jones | St Louis | MO | 03/2018 | 02/2022 |
| Jetpay | Center Valley | PA | 12/2016 | 03/2018 |
| Piaa | Mechanicsburg | PA | 12/2017 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2022 | 08/2026 |
| Lpl Financial Llc | Lansdale | PA | 08/2026 | Present |
1. 08/2026 - Insurance Agent - Non-Variable Insurance - Inv Related – 8 Hour(s)/Month – 8 Hour(s) During Trading – Lansdale, PA, 19446 – OBA Start Date: 05/01/2022 2. 08/2026 - PIAA - Coach/ Sports/ Fitness - Not Inv Related – 10 Hour(s)/Month – 2 Hour(s) During Trading – Schwenksville, PA, 19473 – OBA Start Date: 12/01/2017 3. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/18/2026 4. 08/2026 - Insurance Agent - Non-Variable Insurance - Inv Related – 8 Hour(s)/Month – 8 Hour(s) During Trading – Lansdale, PA, 19446 – OBA Start Date: 07/15/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-02 |
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