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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-05 |
Branch Locations
2000 Corporate Dr. Ste 350, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2000-03-09 |
Branch Locations
2000 Corporate Dr., Ste 350, Wexford, PA 15090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities | Wexford | PA | 07/2008 | 08/2024 |
| Lpl Financial | Wexford | PA | 08/2024 | Present |
1- 06/2024 / BCR Financial Services, LLC / Non-Variable Insurance / INV RELATED / 2 HRS MNTH / 1 HRS DURING TRADING / START 4/4/2021 2- 06/2024 / BCR FINANCIAL SERVICES LLC / DBA for LPL Business (entity for LPL business) / INV RELATED / 160 HRS MNTH / 8 HRS DURING TRADING / START 12/21/1999 3) 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:12/21/1999 - 160 Hrs/Mth - 8 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 12/1999. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-27 |
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