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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-16 |
| TX | RA | APPROVED_RES | 2015-11-30 |
| NJ | RA | APPROVED | 2012-11-29 |
Branch Locations
40 E Montgomery Ave. 4Th Flr, Ste 417, Ardmore, PA 19003 • United States
130 South Bryn Mawr Ave, Bryn Mawr, PA 19010 • United States
1201 N. Market St. Ste. 111, Wilmington, DE 19801 • United States
One Medical Center Blvd, Upland, PA 19013 • United States
501 South 54Th Street, Philadelphia, PA 19143 • United States
1068 W Baltimore Pike Ste 3108, Media, PA 19063 • United States
40 E Montgomery Ave #4 Ste 417, Ardmore, PA 19003-2421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Turnersville | NJ | 11/2012 | Present |
| Pfg Advisors | Sewell | NJ | 04/2016 | 10/2017 |
1. 10/8/2015: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/01/2015 - 1 Hours Per Month During Securities Trading. 2. 5/15/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2018 - 5 Hours Per Month During Securities Trading - Life, disability and LTC insurance. 3. 8/22/2018 - Ternberry Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/15/2018 - 40 Hours Per Month/1 Hours During Trading. 4. 1/21/2021 - Bash Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/1/2021 - 40 Hours Per Month/40 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-29 |
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