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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-11-24 |
| PA | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
4 W. Manilla Ave 2Nd Floor Suite D, Pittsburgh, PA 15220 • United States
300 Wedgewood Dr, Morgantown, WV 26505 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
4 W. Manilla Ave 2Nd Floor, Suite D, Pittsburgh, PA 15220 • United States
Morgantown, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Fairfax | VA | 03/2008 | 03/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 03/2017 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2017 | 11/2025 |
| Duncan Financial Planning Advisors | Morgantown | WV | 12/2020 | 11/2025 |
| Lpl Financial | Pittsburgh | PA | 11/2025 | Present |
1. 11/2025 - Atlas Power Holdings LLC - Business Owner - Inv Related - 10 Hour(s)/Month - 02 Hour(s) During Trading - St Augustine, FL, 32086 - OBA Start Date: 11/06/2025 2. 11/2025 - Rickey D. Thomas II - Non-Variable Insurance - Inv Related - 10 Hour(s)/Month - 05 Hour(s) During Trading - Pittsburgh, PA, 15220 - OBA Start Date: 11/25/2025 3. 11/2025 - Rickey D. Thomas II - Property and Casualty - Inv Related - 05 Hour(s)/Month - 05 Hour(s) During Trading - Pittsburgh, PA, 15220 - OBA Start Date: 11/25/2025 4. 11/2025 - Thomas Financial Advisory Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/21/2025 5. 11/2025 - Thomas Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/21/2025 6. 11/2025 - GanaPay LLC - For-Profit Board Member - Not Inv Related - 01 Hour(s)/Month - 00 Hour(s) During Trading - St Augustine, FL, 32086 - OBA Start Date: 11/06/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-02 |
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