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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-07 |
Branch Locations
445 Washington Ave, Suite 102, Bridgeville, PA 15017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Cuddy | PA | 09/2014 | 10/2020 |
| Lpl Financial | Bridgeville | PA | 10/2020 | Present |
1. 10/07/2014 - RENTAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ WILMERDING, PA 2. 10/07/2014 - MRD REALTY CAPITAL LLC/ LLC THAT HOLDS RENTAL PROPERTIES/ 1%/ BRIDGEVILLE, PA. 3. 3/10/2015: OTHER - NOTARY - START DATE=04/01/2015 - NOT INVESTMENT RELATED - 0 HOURS PER MONTH - 747 HICKORY GRADE RD., BRIDGEVILLE PA 15017. 4. 03/06/2017: No Business Name - Investment Related - Tucson, AZ - Real Estate Rental - Started 08/01/2005 - 1 Hour per Month/0 Hours During Securities Trading 5. 03/27/2024 - Independent Financial Service Group, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 20 Hours Per Month/ 16 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-09 |
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