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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-03 |
| PA | RA | APPROVED | 2025-03-11 |
Branch Locations
100 Springhouse Dr Suite 107, Collegeville, PA 19426 • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | W Conshohoken | PA | 06/2001 | 03/2020 |
| Ameriprise Financial Services, Llc | King Of Prussia | PA | 03/2020 | 03/2025 |
| Lpl Financial | Collegeville | PA | 03/2025 | Present |
1- 02/2025 / Clara Private Wealth LLC / DBA for LPL Business (entity for LPL business) / Inv Rltd / At location / 160 hrs mnth / 8 hrs during trading / start 03/10/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-10-20 |
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