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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-10 |
| TX | RA | APPROVED | 2025-06-10 |
Branch Locations
40 E Montgomery Ave. 4Th Flr, Ste 417, Ardmore, PA 19003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Beverly Hills | CA | 09/2008 | 09/2020 |
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 09/2020 | 04/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Conshohocken | PA | 04/2023 | 05/2025 |
| Bank Of America, N.A. | Conshohocken | PA | 05/2023 | 05/2025 |
| Lpl Financial | Ardmore | PA | 06/2025 | Present |
1 - 05/2025 - Bash Captial - DBA for LPL Business (entity for LPL business) - Inv Related - 140 Hours/Month - 7 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-24 |
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