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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 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | Patton | PA | 01/2015 | 07/2025 |
| Lpl Financial Llc | Patton | PA | 07/2025 | Present |
1. 07/10/2025- Dingers, LLC DBA The Pirate's Cove-Business Owner- Not INV Related- At Patton, PA- Start date 01/01/2017 2. 07/10/2025- Holtz & Holtz LLP- Business Entity For Tax/Investment Purposes Only- INV Related- At Reported Business Location(s)- Start date 02/01/2015- 160 Hours Per Month- 120 Hours During Trading 3. 07/10/2025- Brian J Simanski- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/22/2018- 4 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-30 |
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