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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-03-05 |
Branch Locations
40 S Broadway, Wind Gap, PA 18091 • United States
Easton, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services | Oakdale | MN | 06/2013 | 03/2019 |
| Lpl Financial Llc | Bethlehem | PA | 03/2019 | Present |
1) 03/4/19- Chuck Schubert Entertainment - Musician- Non-Inv. Related- Easton, PA - start date 1/1/2000 - 15hrs/mth- 1% 2) 02/06/2026 - The Wealth Journey - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-29 |
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