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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
5275 E Trindle Rd Ste 201, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Mechanicsburg | PA | 06/2011 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Mechanicsburg | PA | 08/2011 | 07/2021 |
| Leroy Jones | Mechanicsburg | PA | 01/2013 | 12/2016 |
| Jones Financial Group Llc (Dba) | Mechanicsburg | PA | 01/2017 | 07/2021 |
| A & T Holdings Llc | Mechanicsburg | PA | 11/2019 | 07/2021 |
| Lpl Financial Llc | Mechanicsburg | PA | 07/2021 | Present |
1)01/2017 - DBA for LPL Business (entity for LPL Business) - Jones Financial Group, LLC - Investment Related - Mechanicsburg, PA 17050 2)11/2019 - Business Entity For Tax/Investment Purposes Only - A&T Holdings LLC - Not Investment Related - Mechanicsburg PA 17050
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-20 |
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