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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services, Inc. | Lock Haven | PA | 08/2012 | 08/2019 |
| Lpl Financial Llc | Lewisburg | PA | 07/2019 | Present |
1) 08/09/2019 - THE WEALTH FACTORY, INC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2012 2) 06/21/2022 - The Wealth Factory Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Employee Benefit / Life / Health insurance consultant - Start Date - 08/19/2019 - 10 Hours Per Month/ 10 Hours During Securities Trading. 3) 09/08/2023 - Act in a Fiduciary Capacity - Power of Attorney - Not Investment Related - Home Based - Start Date 08/01/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-22 |
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