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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
214 Front Street, Clarks Summit, PA 18411 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockdale Financial Group | Clarks Summit | PA | 10/2022 | Present |
| Sporcic Family | Clarks Summit | PA | 03/2013 | Present |
| Self-Employed | Clarks Summit | PA | 04/2017 | 12/2017 |
| Sagepoint Financial, Inc. | Clarks Summit | PA | 12/2022 | 09/2023 |
| Osaic Wealth, Inc. | Clarks Summit | PA | 09/2023 | 01/2025 |
| Lpl Financial, Llc | Clarks Summit | PA | 01/2025 | Present |
1)01/06/2025 - Stockdale Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/06/2025 - Laura Sporcic NVI - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) 3)01/06/2025 - Morris and Teeple, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-17 |
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