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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 |
Branch Locations
2790 Mosside Blvd Ste 170, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Monroeville | PA | 09/2004 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | North Huntington | PA | 11/2004 | 07/2021 |
| The Hilf Tirpak Group Llc | Monroeville | PA | 11/2016 | 07/2021 |
| Lpl Financial Llc | Monroeville | PA | 07/2021 | Present |
1) 2/2021 - DBA for LPL Business (entity for LPL business) - HTG Advisors - Investment Related - Monroeville, PA 15146 2) 6/2019 - Business Entity For Tax/Investment Purposes Only - The Hilf Tirpak Group LLC - Not Investment Related - Monroeville, PA 15146
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-09 |
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