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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Pottstown | PA | 05/2006 | 12/2016 |
| Guardian Life Insurance | Limerick | PA | 03/2020 | 05/2024 |
| Park Avenue Securities | Limerick | PA | 01/2017 | 09/2020 |
| Securities America, Inc. | Royersford | PA | 09/2020 | 05/2024 |
| Securities America Advisors | Royersford | PA | 09/2020 | 05/2024 |
| Guardian Life Insurance Company Of America | Limerick | PA | 01/2017 | 02/2020 |
| Park Avenue Securities | Pottstown | PA | 05/2006 | 12/2016 |
| Lpl Financial Llc | Royersford | PA | 05/2024 | Present |
| Proactive Tax Strategies, Llp | Royersford | PA | 01/2022 | Present |
1) 04/2024 - CJAL PROPERTIES, LLC /Real Estate Rental / Co-owner / PA 19468 / Start date 08/31/2016 - 5 Hrs per month - 2 % Time Spent 2) 04/2024 - Proactive Financial Strategies / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 04/2024 - April Heiser-Liedike / Non - Variable Insurance Trails Only / Inv. Related / Royersford, PA / Start date 09/01/2020 - 2 Hrs per month -1 % Time Spent 4) 04/2024 - Proactive Tax Strategies, LLP / Tax Prep/Accounting/CPA / Inv. Related / Royersford, PA / Start date 01/01/2022 - 23% Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-09 |
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