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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-11 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Quarryville | PA | 05/2014 | 06/2018 |
| Wells Fargo Advisors, Llc | Quarryville | PA | 06/2015 | 11/2016 |
| Prosound Entertainment | Kirkwood | PA | 11/2008 | Present |
| Wells Fargo Clearing Services, Llc | Quarryville | PA | 11/2016 | 05/2022 |
| Bankers Life | King Of Prussia | PA | 05/2022 | 02/2024 |
| Bankers Life Securities | King Of Prussia | PA | 05/2022 | 02/2024 |
| Bankers Life Advisory Services | King Of Prussia | PA | 05/2022 | 02/2024 |
| Lpl Financial | Kirkwood | PA | 11/2025 | Present |
1- 11/2025 / IRACare / Non-Variable Insurance / INVESTMENT RELATED / 10 HRS MNTH / START 10/01/2025 2- 11/2025 / ProSound Enterntainment / Business Owner / INVESTMENT RELATED / 10 HRS MNTH / START 11/10/2007 3- 03/10/2026 - IraCare Investments - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/03/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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