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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Scranton | PA | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Lincoln Financial Securities Corporation | Tunkhannock | PA | 09/2017 | 05/2024 |
| Lpl Financial Llc | Tunkhannock | PA | 05/2024 | Present |
1) 05/2024 - Detrick Financial / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 100Hrs per month - 100% Time Spent 2) 05/2024 - TLD Financial Planning LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160Hrs per month - 100% Time Spent 3) 05/2024 - TLD Financial Planning LLC / Non-Variable Insurance / Inv. Related / Tunkhannock PA / Start date 09/17/2017 - 2 Hrs per month - 5 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-11 |
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