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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-08 |
Branch Locations
585 Rugh Street, Suite 101, Greensburg, PA 15601 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
585 Rugh Street, Suite 101, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | 01/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2005 | 01/2024 |
| Richard L. Miller Income Tax Services | Greensburg | PA | 01/1987 | 01/2024 |
| Lpl Financial Llc | Greensburg | PA | 01/2024 | Present |
1)12/22/2023 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2024 - 160 Hr/Mth 2)12/22/2023 - Richard L Miller - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2024 3)12/22/2023 - Notary - State of PA - Inv Rel - Start: 12/2023 4)12/22/2023 - Richard L Miller Income Tax Services - Tax Prep/Accounting - Owner - Inv Rel - At Reported Business Location(s) - Start: 01/1987 5)12/22/2023 - Richard L Miller Enterprises - Business Owner - Non-Inv Rel - At Reported Business Location(s) - Start: 06/2006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-26 |
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