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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_RES | 2021-07-21 |
Branch Locations
2010 S Queen St, York, PA 17403 • United States
Wellsville, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc, | York | PA | 04/2012 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Dillsburg | PA | 10/2012 | 07/2021 |
| Contact Helpline | Harrisburg | PA | 07/2014 | 01/2018 |
| Bni | York | PA | 10/2015 | 10/2017 |
| Elizabeth A Adams Llc | Dillsburg | PA | 02/2020 | 07/2021 |
| Life's Journey Financial Llc | York | PA | 07/2020 | 07/2021 |
| Bni | York | PA | 08/2019 | 08/2019 |
| Bni | York | PA | 10/2020 | 07/2021 |
| Lpl Financial Llc | York | PA | 07/2021 | Present |
1)08/05/2021- Life's Journey Financial LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 07/2020 - 1 Hr/Mth 2)08/05/2021 - Elizabeth A. Adams, LLC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Dillsburg , PA - Start: 02/2020 - 1 Hr/Mth 3) 06/07/2023 - Kirk Wise - Not Investment Related - York and Adams Counties, PA - Musician - Singer - Start Date 06/06/2023 - 3 Hours Per Month/ 1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-10 |
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