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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-04 |
| PA | RA | APPROVED | 2018-11-01 |
Branch Locations
1000 Noble Energy Dr Ste 280, Cannonsburg, PA 15317 • United States
7 Parkway Ctr Ste 1000 875 Greentree Road, Pittsburgh, PA 15220 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Pittsburgh | PA | 08/2012 | Present |
| Alpern Wealth Management, Llc | Pittsburgh | PA | 08/2012 | 10/2018 |
1. 11/5/2018 - Cedro Wealth Management, LLC - DBA: Cedro Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/31/2018 - 40 Hours Per Month/35 Hours During Securities Trading. 2. 12/10/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 10/31/2018 - 10 Hours Per Month During Securities Trading. 3. 12/22/2023 - H2R Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2024 - 160 Hours Per Month/ 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-09 |
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