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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED | 2024-02-21 |
Branch Locations
259 Veterans Lane, Ste 102, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Doylestown | PA | 02/2004 | 02/2024 |
| Bank Of America,N.A. | Doylestown | PA | 06/2011 | 02/2024 |
| Lpl Financial | Doylestown | PA | 02/2024 | Present |
1 - 01/2024 / Continuity Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 200 hrs mth / 10 hrs during trading / At reported business locations(s). 2- 01/2024 / Continuity Wealth Partners LLC / DBA for LPL Business (entity for LPL business) / Investment Related /200 hrs mth / 10 hrs during trading / At reported business locations(s). 3- 12/2023 / Debuque Baltz Private Wealth / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business locations(s). 4- 12/2023 / BIG INQ LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start Date: 12/13/2023 / 0 hrs mth / 0 hrs during trading 5- 12/2023 / Real Estate Rental / Property Owner / Investment Related / Wales, PA / Start Date: 10/21/2011 / 0 hrs mth / 0 hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-14 |
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