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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-10 |
Branch Locations
Pittsburgh, PA • United States
420 Fort Duquesne Blvd One Gateway Center, Ste 2000, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2012 | 03/2021 |
| Wealth Management Partners, Llc | Pittsburgh | PA | 03/2012 | 03/2021 |
| Lpl Financial, Llc | Pittsburgh | PA | 03/2021 | Present |
1) 03/10/2021 - DBA for LPL Business (entity for LPL business) - THE MONTEVERDE GROUP - Investment Related - 100% - Pittsburgh, PA 15222 2) 03/10/2021 - Business Entity For Tax/Investment Purposes Only - CONVESTO - Home Based - Start 2015 3) 01/21/2025- Non-Variable Insurance- INV Related- Home based- Start date 01/01/2025- 5 Hours Per Month 4) 02/07/2025- Covesto Agency- Business Entity For Tax/Investment Purposes Only- Not INV Related- Start date 02/03/2025- 1 Hour Per Month- 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-16 |
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