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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pat'S Potpourri | New Bloomfield | PA | 01/1991 | Present |
| Waddell & Reed, Inc. | Camp Hill | PA | 05/2008 | 09/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | New Bloomfield | PA | 09/2008 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2017 | 08/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2017 | 08/2026 |
| Lpl Financial Llc | Camp Hill | PA | 08/2026 | Present |
1. 08/2026 – Pat's Potpourri – Business Owner –Not Inv Related – 8 Hour(s)/Month – 6 Hour(s) During Trading – New Bloomfield PA 17068 – OBA Start Date: 06/01/1991 2. 08/2026 – Independent Insurance Agent – Non-Variable Insurance – Inv Related – 15 Hour(s)/Month – 12 Hour(s) During Trading – New Bloomfield PA 17068 – OBA Start Date: 09/01/2017 3. 08/2026 – Conte Wealth Advisors – 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: 8/18/2026
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-05 |
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