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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
2009 Market Street, Camp Hill, PA 17011 • United States
Moon Township, PA • United States
Coraopolis, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Moon Township | PA | 07/2005 | 04/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | 08/2026 |
| Lpl Financial | Camp Hill | PA | 08/2026 | Present |
1. 08/2026 - Jeffrey Mills - Non-Variable Insurance - Inv Related – 15 Hour(s)/Month – 15 Hour(s) During Trading – Camp Hill, PA, 17011 – OBA Start Date: 04/06/2018 2. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Camp Hill, PA, 17011 – OBA Start Date: 8/18/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-09 |
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