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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| PA | RA | APPROVED | 2023-03-22 |
Branch Locations
2591 Wexford Bayne Rd Suite 205, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Financial Corp. | Pittsburgh | PA | 07/2004 | 03/2023 |
| Lpl Financial Llc | Pittsburgh | PA | 03/2023 | Present |
| Harvest Financial Corporation | Pittsburgh | PA | 07/2016 | 03/2023 |
1) 11/08/2022 - Harvest Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/08/2022 - Notary - Pittsburgh, PA 15222 - Investment related - 1 Hour per month - Start date: 08/2012. 3) 11/08/2022 - Harvest Financial - Non-Variable Insurance - Agent - Selling: fixed annuities, term and whole life - Pittsburgh, PA 15222 - Investment related - 0-1 Hour per month - Start date: 01/2023. 4) 11/08/2022 - HFC Wealth Management Inc. - Business Entity For Tax/Investment Purposes Only - Sole Owner - Pittsburgh, PA 15222 - Non investment related - Start date: 03/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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