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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-04 |
| PA | RA | APPROVED | 2012-04-23 |
Branch Locations
127 W 6Th St, Erie, PA 16501-1001 • United States
1115 St. Mary Dr., Erie, PA 16509 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Erie | PA | 04/2012 | Present |
1. 04/23/2012: LEGACY FINANCIAL CONSULTING SERVICES - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - TIME SPENT 100%. 2. 6/15/2012: DUFALA FINANCIAL ADVISORY SERVICES, INC. - Business Entity For Tax/Investment Purposes Only -NOT INV REL -AT REPORTED BUSINESS LOCATION(S)- Acctg-tax purposes only. 3. 5/26/2016: No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 05/21/2016 - 5 Hours Per Month During Securities Trading - Selling fixed life/health/disability/annuities. 4. 10/2/2020 - Alafud - Investment Related - Erie, PA 16505 - Real Estate Rental - Start Date: 8/28/2020 - 5 Hours Per Month/0 Hours During Securities Trading - Purchased a rental beach/lake house property. 5. 05/04/2022 - DBALAFUD Enterprises, LLC - Not Investment Related - Home Based - Other - Business Owner - IAR - Start Date - 04/28/2022 - 20 Hours Per Month/0 Hours During Securities Trading 6. 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
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