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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
Branch Locations
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 |
|---|---|---|---|---|
| Trusted Wealth Advisors, Llp | York | PA | 08/2002 | 07/2024 |
| Angela L. Dietz | York | PA | 08/2007 | 10/2018 |
| Cambridge Investment Research, Inc | Fairfield | IA | 09/2011 | 08/2026 |
| Cambridge Investment Research Advisors Inc | Fairfield | IA | 01/2015 | 08/2026 |
| Conte Wealth Advisors | York | PA | 07/2024 | Present |
| Lpl Financial | York | PA | 08/2026 | Present |
1. 08/2026 - Conte Wealth Advisors - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 8/17/2026 2. 08/2026 - Angela L Dietz - Non-Variable Insurance - Inv Related – 5 Hour(s)/Month – 1 Hour(s) During Trading – York, PA, 17403 – OBA Start Date: 11/01/2021
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-06 |
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