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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wyomissing | PA | 01/2016 | 01/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | 01/2023 |
| Lpl Financial Llc | Wyomissing | PA | 01/2023 | Present |
1) 1/2023 - Berkshire Investment Group / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hour per month / 100 time spent percent / 8 hours during trading / WYOMISSING, PA 2) 1/2023 - LaManna Realty LLC / Real Estate Rental / 1423 Rose Virginia Road Reading PA 19611 / Not investment related / 1 Hour per month / 1 time spent percent / 0 hours during trading / Reading PA 3) 01/13/2023 - Berkshire Investment Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-29 |
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