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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
259 Veterans Lane, Ste 102, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Doylestown | PA | 03/2000 | 02/2024 |
| Bank Of America, N.A. | Doylestown | PA | 12/2019 | 02/2024 |
| Lpl Financial | Doylestown | PA | 02/2024 | Present |
1- 02/21/2024 - Debuque Baltz Private Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date:01/16/2024 - 160 hrs mth - 8 hrs during trading. 2- 02/21/2024 - CONTINUITY WEALTH PARTNERS LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date:02/21/2024 - 160 hrs mth / 8 hrs during trading . 3- 02/21/2024 - CONTINUITY PRIVATE WEALTH LLC. - DBA for LPL Business (entity for LPL business) - Investment Related - At reported business location(s) - Start Date:02/21/2024 - 160 hrs mth - 8 hrs during trading. 4) 07/21/2025 - Continuity Private Wealth - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/21/2024 - 160 Hrs/Mth - 7 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-15 |
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