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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
402 Middletown Blvd Ste 204, Langhorne, PA 19047 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Langhorne | PA | 08/2007 | 07/2021 |
| Various Insruance Carriers For W & R Insurance Agencies | Feasterville Trevose | PA | 08/2007 | 07/2021 |
| Cbdi, Inc. | Mt. Laurel | NJ | 05/2007 | 07/2021 |
| Frey & Frey Llc | Bensalem | PA | 01/2019 | 07/2021 |
| Frey & Frey Properties Llc | Bensalem | PA | 12/2018 | 07/2021 |
| Lpl Financial Llc | Langhorne | PA | 07/2021 | Present |
1. 8/2/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance. 2. 1/11/2022 - Frey & Frey Properties LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Co-Owner - Started 08/31/2021 - 2 Hours Per Month/0 Hours During Securities Trading. 3. 1/11/12022 - Frey & Frey LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 08/31/2021. 4. 2/9/2022 - Frey & Frey Properties LLC - Investment Related - At Reported Business Location(s) - 402 Middletown Blvd. Ste 204 Langhorne, PA 19047 - Real Estate Rental - Co-Owner - Started 08/31/2021 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-08 |
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