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1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
Branch Locations
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Mechanicsburg | PA | 10/2015 | 06/2024 |
| Ifs Group, Llc | Mechanicsburg | PA | 03/2024 | Present |
| Bridgeport Wealth Management | Lemoyne | PA | 04/2015 | Present |
| Ifs Group | Mechanicsburg | PA | 06/2024 | Present |
1. 11/13/2015 - Bridgeport Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/16/2015 - 160 Hours Per Month/6 Hour During Securities Trading - Time Spent 100% 2. 06/20/2023 - Bridgeport Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/23/2023 - 10 Hours Per Month/ 1 Hour During Securities Trading 3. 12/11/2023 - IFS Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/30/2023 - 160 Hours Per Month/ 150 Hours During Trading 4. 07/30/2024 - IFS GROUP LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 120 Hours Per Month/ 100 Hours During Trading - I provide investment advisory services to IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-29 |
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