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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-11 |
| TX | RA | APPROVED | 2024-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 02/2012 | 07/2020 |
| Securities America, Inc | West Chester | PA | 07/2020 | 06/2024 |
| Securities America Advisors | West Chester | PA | 07/2020 | 06/2024 |
| Osaic Wealth, Inc. | West Chester | PA | 06/2024 | 11/2024 |
| Lpl Financial | West Chester | PA | 11/2024 | Present |
1) 11/2024 - Non-Variable Insurance / Inv. Related / Start date 1/1/2024 - 0 Hrs per month - 1% Time Spent 2) 11/2024 - G2Financial LLC / Business Entity For Tax/Investment Purposes Only / Non Inv. Related / Franklin Lakes NJ / Start date 01/01/2023 - 180 Hrs per month - 48 Time Spent 3) 11/2024 - Prestige Wealth Group LLC / DBA for LPL Business (entity for LPL business) / Inv. Related / at reported business location (s) Start date 07/10/2020 - 180 Hrs per month - 48 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-06 |
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