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1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-03 |
Branch Locations
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-11-08 |
Branch Locations
1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Highland Capital Brokerage | King Of Prussia | PA | 04/2016 | 11/2017 |
| Investacorp Inc | Miami | FL | 05/2016 | 11/2017 |
| Investacorp Advisory Services | Miami | FL | 05/2016 | 11/2017 |
| Lpl Financial Llc | Mechanicsburg | PA | 11/2017 | Present |
| Ifs Group, Llc | Mechanicsburg | PA | 02/2015 | Present |
| Ifs Group | Mechanicsburg | PA | 02/2024 | Present |
1)11/7/17- IFS Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Mechanicsburg, PA - 100% 2)11/7/17- Highland Capital- Non-Variable Insurance- Life, LTC, Disability- Inv. Related- King of Prussia, PA- 1%. 3) 3/27/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/30/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 4) 4/6/2021 - Triton, Inc. - Not Investment Related - Home Based - Other-Book Author - Started 03/05/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 5) 8/4/2021 - Triton Wealth, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 04/19/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 6) 2/10/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Sterted 02/09/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 7) 07/16/2024 - IFS Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 40 Hours Per Month/ 3 Hours During Trading - I provide investment advisory services through IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-20 |
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