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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-17 |
Branch Locations
100 Northpointe Circle Suite 301, Seven Fields, PA 16046 • 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 |
|---|---|---|---|---|
| Lpl Financial | Seven Fields | PA | 07/2013 | Present |
1. 07/22/2013 - GOODLIFE FINANCIAL GROUP, LLC/ DBA ONLY/ 100%/ SEVEN FIELDS, PA 2. 09/10/2015 - Seven Fields Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 08/17/2015 - 120 HRS/MO DURING SECS TRDG HRS. 3. 3/2/2017 - Good Life IA - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/22/2017 - 5 Hours Per Month During Securities Trading - Fixed insurance. 4. 4/27/2017 - National Brokerage - Investment Related - 894 Beaver Grade Road, Suite 401, Moon Township, PA 15108 - Non-Variable Insurance - Started 04/24/2017 - 8 Hours Per Month/0 Hours During Securities Trading - Fixed insurance. 5. 4/5/2018 - American Senior Benefits - Investment Related - 875 Greentree Road, Suite 102, Pittsburgh, PA 15220 - Non-Variable Insurance - Agent - Started 09/21/2017 - 20 Hours Per Month/10 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-10-26 |
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