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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-06 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Wyomissing | PA | 01/1997 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Wyomissing | PA | 04/1997 | 07/2021 |
| Sydney Schaeffer | Douglasville | PA | 08/1990 | 01/2019 |
| Lpl Financial Llc | Wyomising | PA | 07/2021 | Present |
1. 12/7/2022 - The Schaeffer Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/21/2021 - 0 Hours Per Month/0 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-02-10 |
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