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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-29 |
| PA | RA | APPROVED | 2009-01-05 |
Branch Locations
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
500 Baltimore Avenue, Philadelphia,, PA 19143 • United States
12800 Townsend Road, Philadelphia, PA 19154 • United States
6707 Germantown Avenue, Philadelphia,, PA 19119 • United States
2251 Columbia Blvd., Bloomsburg,, PA 17815 • United States
2136 E Dauphin St, Philadelphia,, PA 19125 • United States
1108 Chestnut Street, Philadelphia,, PA 19107 • United States
929 Snyder Ave, Philadelphia,, PA 19148 • United States
13Th St. & Montgomery Ave, Philadelphia,, PA 19122 • United States
1600 Arch Street, Philadelphia, PA 19103 • United States
8025 Roosevelt Blvd, Philadelphia, PA 19152 • United States
3799 Clarendon Ave, Philadelphia,, PA 19114 • United States
Furlong, PA • United States
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Jenkintown | PA | 11/2008 | Present |
| Independent Advisor Group | Horsham | PA | 10/2015 | Present |
1. 10/08/2015 * Independent Advisor Group * DBA for LPL Business (entity for LPL business) * Independent Advisor Group * inv rel * at reported business location(s) * start 10/01/15 * 120/hrs mo during secs trdg hrs. 2. 03/09/2016 * East Penn Rugby Referee Society * NOT INV REL * AT REPORTED BUSINESS LOCATION(S) * START 02/28/2016 * 5 HRS/MO NOT DURING SECS TRDG HRS. 3. 8/1/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:07/01/2018 - 5 Hours Per Month/5 Hours During Trading. 4. 06/06/2019 - USA Rugby - Not investment related - Depends on course location - Outside/W-2 Employment - start date:05/16/2019 - 1 hr/mo - 0 hrs during trading - I am an Educator for USA Rugby and teach courses to become rugby referees. 5. 09/16/2019 - Mid-Atlantic Rugby Referees - Not investment related - Rugby pitches throughout Mid Atlantic - SPORTS/COACH - Start date:09/14/2019 - 8 hrs/mo - 0 hrs during trading - Mid Atlantic Rugby Referees. 6. 09/16/2019 - USA Rugby - Not investment related - Home based - Sports/Coach - start date:09/14/2019 - 0 hrs/mo - 0 hrs during trading. 7. 01/18/2022 - Horsham Holdings Group, LLC - Investment Related - At Reported Business Location(s) - Other-Business Owner - Start Date: 12/01/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Role is 10% owner of parent company. 8. 07/08/2022 - O & C Financial Consulting, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 06/21/2022 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-29 |
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