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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-07-28 |
| PA | RA | APPROVED | 2021-07-19 |
Branch Locations
400 East Market St, West Chester, PA 19382 • United States
1102 Quintillio Drive, Bear, DE 19701 • United States
260 W Baltimore Pike, Media, PA 19063 • United States
891 E Baltimore Pike, Kennett Square, PA 19348 • United States
1201 E Lancaster Ave, Downingtown, PA 19335 • United States
1751 Wilimington Pike Ste B-3, Glen Mills, PA 19342 • United States
2000 Pennsylvania Ave, Ste 101, Wilmington, DE 19806 • United States
1110 Chester Pike, Sharon Hill, PA 19079 • United States
1212 Macdade Boulevard, Folsom, PA 19033 • United States
375 Baltimore Pike, Springfield, PA 19064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Investment Services | Plymouth Meeting | PA | 07/2015 | 09/2016 |
| Citizens Bank | Havertown | PA | 07/2015 | 09/2016 |
| Wells Fargo Bank, Na | West Checter | PA | 08/2016 | 07/2021 |
| Wells Fargo Advisors, Llc | West Chester | PA | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | West Chester | PA | 11/2016 | 07/2021 |
| Lpl Financial Llc | West Chester | PA | 07/2021 | Present |
| Franklin Mint Federal Credit Union | West Chester | PA | 07/2021 | Present |
1) 7/2021- Financial Services at FMFCU- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s) 2) 8/23/2021 - Mint Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/12/2021 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-18 |
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