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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-05-19 |
| NJ | RA | APPROVED | 2006-06-12 |
Branch Locations
25 W Skippack Pike Ste 106, Ambler, PA 19002-5153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.) | Ambler | PA | 06/2006 | Present |
1. 11/26/2007 - TAX PREP / ACCOUNTING / BOOKKEEPING / JACKSON HEWITT / 10% OF TIME SPENT. 2. 10/15/2018 - BHHS Fox & Roach Realtors - Investment Related - 721 Skippack Pike, Suite # 100 - Mortgage/Real Estate Services - Started 04/18/2008 - 4 Hours Per Month/0 Hours During Securities Trading - Have a Pennsylvania real estate license - Eichler & Moffly Real Estate was purchased by BHHS Fox & Roach Real Estate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-27 |
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