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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
110 Phoenixville Pike Suite 100, Malvern, PA 19355 • United States
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Plymouth Meeting | PA | 12/2015 | 03/2019 |
| Citadel Federal Credit Union | West Chester | PA | 03/2019 | 08/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 03/2019 | 08/2021 |
| The Prudential Insurance Company Of America | Exton | PA | 05/2024 | Present |
| Pruco Securities Llc | Exton | PA | 05/2024 | 11/2024 |
| Unemployed | West Grove | PA | 08/2021 | 03/2022 |
| Mellberg | Tucson | AZ | 03/2022 | 05/2024 |
| Lpl Enterprise, Llc | Exton | PA | 11/2024 | Present |
1) 04/24/2025-RTR Services-Owner-Not inv related-Start date 12/01/2013-1hrs/mth-0hrs/mth during trading 2) 05/01/2025-Callahan Insurance Trust-Trustee-Inv related-At West Grove, PA-Start date 11/01/2008-1hrs/mth-0hrs/mth during trading 3) 04/24/2025-RTR Services-Business Owner-Private ATM-Not inv related-At West Grove, PA-Start date 01/01/2012-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-28 |
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