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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-09 |
| PA | RA | APPROVED | 2023-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Wexford | PA | 05/2016 | 02/2023 |
| Lpl Financial Llc | Pittsburgh | PA | 02/2023 | Present |
1) 1/2023- Summit Wealth Advisors- DBA for LPL Business (entity for LPL business)- inv. related- Pittsburgh, PA 2) 1/2023- Real Estate Rental- co-owner - inv. related- 415 Monmouth Drive, Cranberry Township, PA 16066- start date 6/1/218- 16hrs/mth 3) 1/2023- JAMD Properties, LLC- Business Entity For Tax/Investment Purposes Only- co-owner- non-inv. related- Cranberry Township, PA- start date 6/1/218- 16hrs/mth 4) 06/27/2023 - AFFINITY INSURANCE PARTNERS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 06/09/2023 - 12 Hours Per Month/ 2 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-12 |
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