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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Group | Radnor | PA | 04/2016 | 04/2021 |
| Next Financial Group, Inc | Harleysville | PA | 04/2021 | 07/2025 |
| Porter And Guide Wealth | Harleysville | PA | 12/2021 | Present |
| Lpl Financial Llc | Harleysville | PA | 07/2025 | Present |
1) 07/10/2025-Porter and Guide Wealth Management-Registered Representative-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-160hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-22 |
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