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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-19 |
| TX | RA | APPROVED | 2020-11-02 |
| DE | RA | APPROVED | 2019-09-11 |
Branch Locations
224 East Street Rd Ste 100, Kennett Square, PA 19348 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Distributors | Radnor | PA | 02/2013 | 06/2019 |
| Lpl Financial Llc | Wilmington | DE | 06/2019 | Present |
1)06/26/2019 - 06/26/2019 - Covenant Wealth Strategies, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-17 |
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