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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-10-20 |
Branch Locations
1580 Mclaughlin Run Rd Ste 119, Pittsburgh, PA 15241 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 08/2011 | 03/2017 |
| Wells Fargo Financial Network, Llc | Pittsburgh | PA | 03/2017 | 10/2021 |
| Lpl Financial Llc | Pittsburgh | PA | 10/2021 | Present |
1) 09/14/2021 - Gallagher Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2021 - 160 Hr/Mth 2) 09/14/2021 - GALLAGHER CAPITAL CORPORATION - Business Entity For Tax/Investment Purposes Only - Inv Rel - At Reported Business Location(s) - Start: 08/2021 - 1 Hr/Mth 3) 11/10/2025 - Underwriters Brokerage Service; The LRM Group, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/17/2025 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-14 |
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