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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-23 |
| PA | RA | APPROVED | 2023-08-17 |
Branch Locations
763 Chestnut Street (Route 61), Kulpmont, PA 17834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Kulpmont | PA | 11/2002 | Present |
(1) 06/23/2016: Shedleski Investment Services, Inc. - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) - Start 10/01/2002 - 10 Hr/Mo; 3 During Secs Trdg Hrs (2) 3/10/2021 - Shedleski Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 03/01/2021 - 10 Hours Per Month/0 Hours During Securities Trading. (3) 10/28/2021 - Commission on Dietetic Registration - Not Investment Related - Home Based - Non-Profit Board Member - Start Date: 11/18/2021 - 1 Hour Per Month/1 Hour During Securities Trading - Board Member Appeals Panel. (4) 04/19/2023 - Dietitian For Men - Not Investment Related - At Reported Business Location(s) - Author - Start Date 04/20/2023 - 2 Hours Per Month/0 Hours During Securities Trading (5) 01/23/2024 - Shedleski Investment Services & Retirement Planning - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 2 Hours Per Month/ 0 Hours During Trading (6) 01/23/2024 - Shedleski Investment Services & Retirement Planning - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/08/2024 - 0 Hours Per Month/ 0 Hours During Trading (7) 01/23/2024 - Other - Bookkeeping - Not Investment Related - At Reported Business Location(s) - Start Date 01/15/2024 - 2 Hours Per Month/ 0 Hours During Trading (8) 01/10/2025 - NONE - Not Investment Related - Other - Registered Dietitian/Clinical Dietetics - Home Based - Start Date:01/06/2025 - 8 Hrs/Mth - 1 Hrs During Trading. (9) 11/19/2025 - Outlier - Outside/W-2 Employment - Nutritionist for AI Training - Not Investment Related - Home Based - Start Date 12/01/2025 - 4 hours per month/ 0 hours during trading (10) 06/03/2026 - Kybernetes Journal (Emerald Publishing Group) - Other: Theory Transfer and Impact Editor - Not Investment Related - Kulpmont, PA - Start Date 05/25/2026 - 6 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-17 |
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