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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Lutherville | MD | 09/2006 | 08/2024 |
| Lpl Financial | Berwyn, | PA | 08/2024 | Present |
1) 07/31/2024 - Academy Financial, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 08/05/2024 - Academy Financial - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 04/2022 - 3 Hr/Mth 3) 07/31/2024 - AFI Asscociates LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Lutherville, MD - Start: 06/2024 4) 04/27/2026 - Northcentral DI - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 5 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-09 |
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