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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2020-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Pittsburgh | PA | 07/2008 | 08/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 08/2020 | Present |
1)07/21/2020 - Summit Wealth Advisors - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 11/2012 2)06/30/2003 - RD Marketing Group (RDMG) - Non-Variable Insurance - inv rel - at reported business location(s) - start: 06/2003 - 3 hr/mth 3)07/21/2020 - DR Properties, LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 06/2007 4)07/21/2020 - DR Holdings, LP - Real Estate Rental - inv rel - at reported business location(s) - start: 06/2007 - 12 hr/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-28 |
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