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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cappelletti Pinter & Co Pc | Philadelphia | PA | 07/1991 | 01/2022 |
| Lpl Financial Llc | Philadelphia | PA | 09/2006 | Present |
1. 05/02/13 - REAL ESTATE RENTAL - 2120 EAST HIGH STREET, LLC - COMMERCIAL PROPERTY - 3 RENTERS - 5% OF TIME SPENT 2. 1/27/2022 - Herbein + Company - Investment Related - At Reported Business Location(s) - CPA Affiliate Program - Started 01/03/2022 - 100 Hours Per Month/4 Hours During Securities Trading. 3) 12/13/2024 - MATTHEW CAPPELLETTI JR - Inv. Related - Real Estate Rental - Ocean City, NJ - Start Date:06/18/2025 - 0 Hours Per Month/ 0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-06 |
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