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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-12 |
| PA | RA | APPROVED | 2019-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Secondhalf Coach | Latrobe | PA | 05/2011 | Present |
| Lpl Financial Llc | Latrobe | PA | 08/2019 | Present |
| Sagepoint Financial | Phoenix | AZ | 05/2011 | 08/2019 |
1) 8/28/19- SecondHalf Coach Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- Latrobe, PA -160hrs/mth- 90% 2) 8/28/19- Non-Variable Insurance- Agent -Inv. Related- Latrobe, PA- start date 10/1/2013- 40hrs/mth- 10% 3) 8/28/19- Marazza Consulting Group LLC- Business Entity For Tax/Investment Purposes Only- Inv. Related- Latrobe, PA- start date 1/1/2017- 10hrs/mth - 5% 4) 02/14/2020 - GO2GOAL - Non-Profit Board Member - Co-Founder - Not Investment Related - At Reported Business Location(s) - Start Date 04/01/2016 - 5 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
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