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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
259 Veterans Lane, Ste 102, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 03/2007 | 02/2024 |
| Bank Of America,N.A. | Doylestown | PA | 06/2011 | 02/2024 |
| Lpl Financial | Doylestown | PA | 02/2024 | Present |
1- 01/2024 / Continuity Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 2- 01/2024 / Continuity Wealth Partners LLC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s). 3- 01/2024 / Debuque Baltz Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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