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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-03-11 |
| PA | RA | APPROVED | 2018-01-30 |
Branch Locations
Pittsburgh, PA • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Company | Columbus | OH | 11/1991 | 01/2018 |
| Nationwide Securities, Llc | Monroeville | PA | 08/2008 | 01/2018 |
| Lpl Financial Llc | Pittsburgh | PA | 01/2018 | Present |
1. 1/16/2020 - NEN Financial, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/30/2018 - 10 Hours Per Month During Securities Trading. 2. 2/27/2020 - Farber Real Estate, LLC - Investment Related - Berlin, PA 15530 - Real Estate Rental - Started 12/30/2019 - 1 Hour Per Month During Securities Trading - Rental office building, in the name of single member LLC. 3. 01/12/2022 - WJF Runoff, Inc. - Investment Related - At Reported Business Location(s) - Insurance Agency - Owner - Start Date: 02/10/2020 - 1 Hour Per Month/1 Hour During Securities Trading. 4. 01/29/2024 - Acrisure - Non-Variable Insurance - Insurance Agent - Investment Related - At Reported Business Location(s) - Start Date 02/03/2020 - 80 Hours Per Month/ 40 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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