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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-12-14 |
Branch Locations
2547 Washington Road, Ste 711, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Pittsburgh | PA | 01/2016 | 12/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 12/2020 | Present |
| Keystone Benefits Group | Greensburg | PA | 04/2007 | 12/2019 |
1) 12/04/2020 - Tall Trees Capital - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2020 - 160 Hr/Mth 2) 12/04/2020 - ONE2ONE INSURANCE ADVISORS, LLC - Insurance Agency - Inv Rel - At Reported Business Location(s) - Start: 06/2019 - 60 Hr/Mth 3) 09/22/2023 - GFL Venture Capital, LLC - Real Estate Rental - Investment Related - Champion, PA - Start Date 05/01/2022 - 3 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-07 |
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