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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Berwyn | PA | 08/2012 | 08/2024 |
| Lpl Financial, Llc | Berwyn | PA | 08/2024 | Present |
1.08/14/2024; Academy Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/01/2024; 3hrs/mth; 1hrs during trading 2.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Academy Financial, Inc; Investment Related; at Reported Business Location(s); Start Date 06/17/2024; hrs/mth; hrs during trading 3.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PFG Advisors; Investment Related; at Reported Business Location(s); Start Date 06/14/2024; 160hrs/mth; 8hrs during trading 4.08/14/2024; Master Your Financial Success; Author; Investment Related; at Reported Business Location(s); Start Date 06/14/2024; hrs/mth; hrs during trading 5.08/14/2024; Pension Financial Group Ltd; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 06/14/2024; 1hrs/mth; hrs during trading 6.05/29/2026; Pilot Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 5hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-27 |
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