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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-08 |
Branch Locations
33322 E Chesapeake St Unit 47, Lewes, DE 19958 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Lewes | DE | 06/2012 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2017 | 04/2020 |
| Pnc Bank | Lewes | DE | 04/2017 | 04/2020 |
| Pnc Investments | Pittsburgh | PA | 04/2020 | 01/2025 |
| Lpl Financial, Llc | Lewes | DE | 01/2025 | Present |
1)12/04/2024 - Sussex Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 02/13/2025 -Sussex Wealth Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/05/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 3) 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-27 |
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