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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
4900 Ritter Road Suite 230, Mechanicsburg, PA 17055 • United States
2209 Forest Hills Dr. Suite 20, Harrisburg, PA 17112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | York | PA | 06/2014 | 12/2019 |
| Pruco Securities Llc | Harrisburg | PA | 12/2019 | 03/2023 |
| The Prudential Insurance Company Of America | Harrisburg | PA | 12/2019 | 03/2023 |
| Pruco Securities Llc | Harrisburg | PA | 03/2023 | 11/2024 |
| The Prudential Insurance Company Of America | Harrisburg | PA | 03/2023 | Present |
| Lpl Enterprise, Llc | Harrisburg | PA | 11/2024 | Present |
1) 10/01/2024- Forest Hills Financial Advisors- DBA for LPL Business (entity for LPL business)- Sales and service of insurance and investments.- INV Related- At Harrisburg, PA- Start date 03/13/2024- 160 HRS MTH- 160 HRS During Trading 2) 05/08/2026-QuantFrontier Advisory Team-Financial Advisor-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 05/08/2026-240hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-10 |
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