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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-12 |
Branch Locations
5 Valley Square, Ste 110, Blue Bell, PA 19422 • 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 |
|---|---|---|---|---|
| M & K Financial Svs | Huntingdon Valley | PA | 06/1996 | 06/2023 |
| Minnesota Life | St. Paul | MN | 06/1996 | 06/2023 |
| Securian Financial Services, Inc. | Huntingdon Valley | PA | 06/1996 | 06/2023 |
| Edward J Foy | Huntingdon Valley | PA | 06/1996 | 06/2023 |
| Lpl Financial, Llc | Flourtown | PA | 06/2023 | Present |
1) 06/09/2023 - THE SPORTS PAGE - Business Owner - Buy and sell sports books and sports publications - Non-Inv Rel - Flourtown, PA - Start: 01/1980 - 5 Hr/Mth 2) 06/09/2023 - EDWARD J. FOY - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/1996 - 2 Hr/Mth 3) 06/09/2023 - Saint Genevieve Roman Catholic Church - Not Investment Related - Flourtown, PA - Non-Profit Board Member - Member of the Parish Finance Council - Start Date 06/01/1983 - 2 Hours Per Month/ 0 Hours During Securities Trading - Time Spent 1%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-02 |
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