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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-01-15 |
| PA | RA | APPROVED | 2023-10-12 |
Branch Locations
3831 West Chester Pike Ste 202, Newtown Square, PA 19073 • United States
47 Enterprise Drive, Windham, NH 03087 • United States
3831 West Chester Pike Ste 202, Newtown Square, PA 19073 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
30 Benchmark Rd Ste 203, Avon, CO 81620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Conshohocken | PA | 03/2008 | 10/2023 |
| Lpl Financial Llc | Newtown Square | PA | 10/2023 | Present |
1) 09/22/2023 - 3401 PACIFIC, LLC - Real Estate Rental - owner - Wildwood nj - Investment related - 5 Hours per month - Start date: 2/1/2022. 2) 09/22/2023 - STEEPLECHASE CAPITAL PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 09/22/2023 - Kinzbrookestable LLC - BUSINESS OWNER - Owner of horses - pa 19355 - Non investment related - 5 Hours per month - Start date: 1/1/2015. 4) 09/22/2023 - COVE CRAFT COCKTAILS AND CUISINE LLC - BUSINESS OWNER - Owner - Non investment related - 5 Hours per month - Start date: 02/02/2022. 5) 05/13/2025 - not yet established - Investment Related - Malvern PA - other - reps business - Start Date:05/14/2025 - 10 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
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