Meredith Lee Strosser

Current Employers

Employment History

• 05/2017 → Present
  Lpl Financial, Llc
  Rock Hill, SC
• 06/2014 → 05/2017
  Lpl Financial, Llc
  Fort Mill, SC
• 04/2020 → Present
  Core Advisory Group
  Rock Hill, SC

Previous Registrations

• 2011-09-20 → 2011-10-19
  Pnc Wealth Management Llc
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

1. 5/19/2017 - No Business Name - Investment Related - Wexford PA 15090 - Real Estate Rental - Wexford, PA - Landlord - Started 06/15/2015 - 5 Hours Per Month/0 Hours During Securities Trading - Time Spent 1%. 2. 7/15/2020 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/06/2020 - 80 Hours Per Month During Securities Trading - I provide investment advisory services through CORE Advisory Group, an independent investment advisor firm. I started this business activity in 04/2020. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 01/26/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 01/01/2022 - 80 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Core Advisory Group, an independent investment advisor firm. I started this business activity in 01/2022. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 07/01/2022 - Cason Group / Penn Mutual - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life insurance agent / representative - Start Date - 06/20/2022 - 5 Hours Per Month/ 5 Hours During Securities Trading. 5. 07/12/2022 - CORE Advisory Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/11/2022 - 2 Hours Per Month/2 Hours During Securities Trading. 6. 05/09/2024 - CORE Tax Advisors - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 5 Hours Per Month/ During Trading 7. 06/05/2026 - Strosser Wealth Management LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/08/2017 - 1 Hour Per Month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2011-09-19