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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
718 Allegheny River Blvd, Verona, PA 15147-1302 • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Pittsburgh | PA | 09/2010 | 01/2020 |
| Lpl Financial, Llc | Verona | PA | 01/2020 | Present |
1. 01/06/2000 - GRANDVIEW WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ BRIDGEVILLE, PA 2. 01/01/2013 - CROWDCURING.COM/ TECHNOLOGY/ INVESTMENT RELATED/ 1%/ PITTSBURGH, PA 3. 01/06/2020 - GOOD LIFE IA/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 100%/ READING, PA 4. 5/28/2021 - NSS Life - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 5/24/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Independent Agent. 5.12/06/2024 - Found Sock LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 01/06/2020 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-07 |
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