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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-20 |
| TX | RA | APPROVED_RES | 2021-09-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Services, Inc. | Doylestown | PA | 06/2009 | 09/2021 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Wealth Advisory Services | Doylestown | PA | 04/2020 | 09/2021 |
| Lpl Financial, Llc | Doyleston | PA | 09/2021 | Present |
1) 9/2021 - DBA for LPL Business (entity for LPL business) - GLADSTONE WEALTH PARTNERS - Investment Related - Doyleston, PA 18901 2) 9/2021 - DBA for LPL Business (entity for LPL business) - WEALTH ADVISORY SERVICES - Investment Related - Doyleston, PA 18901 3) 7/2018 - Other - XTREME XPERIANCE - Not Investment Related - Doyleston, PA 18901 4) 9/2021 - Non-Variable Insurance - BOOKS OF BROKERS - Investment Related - Doyleston, PA 18901
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-20 |
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