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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-15 |
Branch Locations
1618 East Pleasant Valley Blvd, Altoona, PA 16602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Princor Financial Services Corporation | Altoona | PA | 12/1997 | 12/2016 |
| Hancock Capital Management, Inc. | Altoona | PA | 10/1999 | Present |
| Allan Hancock Agency Inc. | Altoona | PA | 04/2014 | Present |
| Cadaret, Grant & Co., Inc. | Altoona | PA | 01/2017 | 07/2025 |
| Lpl Financial Llc | Altoona | PA | 07/2025 | Present |
1. 07/10/2025- The Argyle Group, Inc.- Outside/W-2 Employment- INV Related- At Reported Business Location(s)- Start date 06/01/1998- 2 Hours Per Month- 2 Hours During Trading 2. 07/10/2025- Hancock Associates, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/10/1998- 20 Hours Per Month- 20 Hours During Trading 3. 07/10/2025- Allan Hancock Agency, Inc.- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/10/1998- 60 Hours Per Month- 60 Hours During Trading 4. 07/10/2025- The Hancock Group, Inc.- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/01/2000- 15 Hours Per Month- 15 Hours During Trading 5. 07/10/2025- ROBERT DONLAN- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/18/1997- 120 Hours Per Month- 120 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-24 |
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