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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED_RES | 2026-07-28 |
Branch Locations
1214 State Route 93 Suite 1, Berwick, PA 18603 • 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 |
|---|---|---|---|---|
| Legend Equities Corporation | Palm Beach Gardens | FL | 01/2004 | 01/2017 |
| Legend Advisory Corporation | Palm Beach Gardens | FL | 12/2016 | 09/2019 |
| Lincoln Investment | Berwick | PA | 01/2017 | 07/2026 |
| Lpl Enterprise Llc | Berwick | PA | 07/2026 | Present |
1. 07/27/2026 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - Investment related - Berwick PA - OBA start date: 06/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 2. 07/27/2026 - James Dunn N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - Investment related - Berwick PA - OBA start date: 06/26/2026 - 160 Hrs/Mth - 160 Hrs During Trading 3. 07/27/2026 - RHM / Nexus - Non-Variable Insurance - Investment related - Berwick PA - OBA start date: 06/01/2004 - 10 Hrs/Mth - 10 Hrs During Trading 4. 07/27/2026 - Columbia Montour VoTech - Coach/ Sports/ Fitness - Not Investment related - Bloomsburg PA - OBA start date: 01/01/2014 - 60 Hrs/Mth - 00 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-13 |
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