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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-04 |
| TX | RA | APPROVED_RES | 2025-11-04 |
Branch Locations
200 Highpoint Dr. Unit 213, Chalfont, PA 18914 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Plymouth Meeting | PA | 02/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Plymouth Meeting | PA | 11/2016 | 08/2018 |
| Ameriprise Financial Services Inc | Plymouth Meeting | PA | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | 10/2025 |
| Lpl Enterprise Llc | Doylestown | PA | 11/2025 | Present |
1. 10/15/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - DOYLESTOWN, PA - INV REL - Start Date 10/15/2025 - 160hrs/mth | 160hrs during trading 2. 10/15/2025 - GLENN MICHAEL PALMITESSA N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - DOYLESTOWN, PA - INV REL - Start Date 10/15/2025 - 160hrs/mth | 160hrs during trading 3. 10/15/2025 - Mass Mutual Ascend - Non-Variable Insurance Commission Trails - Cincinnati, OH - INV REL - Start Date 01/01/2025 - 0hrs/mth | 0hrs during trading 4. 10/15/2025 - Buckmans Ski and Snowboard Shop - Outside/W-2 Employment - Doylestown, PA - NOT INV REL - Start Date 09/30/2024 - 25hrs/mth | 4hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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