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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Pittsburgh | PA | 12/2008 | 06/2017 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 03/2009 | 06/2017 |
| Hampton High School | Allison Park | PA | 10/2011 | 06/2017 |
| Dukovich & Associates Financial Services Inc. | Pittsburgh | PA | 09/2014 | 06/2017 |
| Rbc Capital Markets, Llc | Sewickley | PA | 06/2017 | 07/2025 |
| City National Bank | Sewickley | PA | 06/2018 | 07/2025 |
| Lpl Financial Llc | Aspinwall | PA | 07/2025 | Present |
1- 07/08/2025 - YTS Insurance Agency - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 20 hours per month/ 1 hour during trading 2- 07/08/2025 - Equity Accounting LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - Export, PA- Start Date 07/08/2025 - 0 hours per month/ during trading 3- 07/08/2025 - The Dukovich Group at YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 175 hours per month/ 7 hours during trading 4- 07/08/2025 - Good Life Insurance Agency - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 5 hours per month/ 1 hour during trading 5- 07/08/2025 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 175 hours per month/ 7 hours during trading 6- 07/08/2025 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/08/2025 - 10 hours per month/ 1 hour during trading 7- 04/10/2026 - YTS Wealth Holdings, Inc. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 1 hour per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-20 |
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