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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-26 |
| TX | RA | APPROVED_RES | 2024-11-25 |
Branch Locations
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Conshohocken | PA | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Conshohocken | PA | 11/2016 | 11/2024 |
| Lpl Financial Llc | Horsham | PA | 11/2024 | Present |
1) 03/25/2025 - CP Roberts & Associates - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date: 02/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-16 |
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