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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-03 |
Branch Locations
7 Parkway Ctr Ste 1000 875 Greentree Road, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Pittsburgh | PA | 07/1999 | 01/2020 |
| Raymond James Financial Services Advisors, Inc | Pittsburgh | PA | 01/2009 | 01/2020 |
| H2R Cpa (Horovitz, Rudoy & Roteman) | Pittsburgh | PA | 09/2005 | Present |
| Trustee | Pittsburgh | PA | 01/2005 | Present |
| Lpl Financial Llc | Pittsburgh | PA | 01/2020 | Present |
1) 1/30/20- H2R CPA- CPA firm- part owner - Inv. Related- Pittsburgh, PA- start date 7/1983- 460hrs/mth- 80% 2) 1/30/20- FC Financial Services- DBA for LPL Business (entity for LPL business)- Inv. Related- Pittsburgh,PA- 20hrs/mth- 10% 3) 1/30/2020 - CPA ASSOCIATES INTERNATIONAL, INC / International Board - Not Investment Related - For-Profit Board Member - Start Date 11/2019 - 1 Hour Per Month During Securities Trading - Time Spent 1%. 4) 1/30/20- HOROVITZ, RUDOY & ROTEMAN- Business Entity For Tax/Investment Purposes Only- Inv. Related- Pittsburgh, PA -250hrs/mth- 90% 5) 1/30/20- Matthew Rudoy Trust-Trustee for family trust- Act in a Fiduciary Capacity- Inv. Related- Pittsburgh, PA- start date 9/2019- 1hrs/mth- 1% 6) 01/19/2024 - H2R Wealth Management LLC - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 2/1/2024 - 40 Hrs/Mo During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-24 |
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