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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Touey And Company Llc Cpas | Drexel Hill | PA | 12/1994 | Present |
| Lpl Financial | Media | PA | 10/2013 | Present |
| Private Advisor Group, Llc | Media | PA | 10/2013 | 01/2020 |
| Touey & Co | Media | PA | 12/1994 | Present |
| Independence Square Holdings, Llc | Media | PA | 08/2019 | 03/2022 |
(1) 10/21/2013: Touey and Company LLC CPAs - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - 60% TIME SPENT - President of CPA firm (2) 10/21/2013: Free at Last Properties LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - 1% TIME SPENT - Landlord for securities business
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-19 |
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