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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| CO | RA | APPROVED | 2021-07-21 |
| FL | RA | APPROVED | 2021-07-21 |
| GA | RA | APPROVED | 2021-07-21 |
| IN | RA | APPROVED | 2021-07-21 |
| ME | RA | APPROVED | 2021-07-21 |
| MD | RA | APPROVED | 2021-07-21 |
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| VA | RA | APPROVED | 2021-07-21 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Wyomissing | PA | 02/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Downingtown | PA | 09/2016 | 07/2021 |
| Thorndale Downingtown Regional Chamber Of Commerce | Downingtown | PA | 01/2019 | 07/2021 |
| Lpl Financial Llc | Wyomising | PA | 07/2021 | Present |
1. 07/06/2021 /Treeview Partners, LLC/Real Estate Rental/Investment Related/2 HRS/MO/Wyomissing, PA - Started 8/2020 2. 07/06/2021 /Michael Listmeier/Non-Variable Insurance/Investment Related/0 HRS/MO/Wyomissing, PA 3. 03/26/2024 - Skyline Wealth Advisors LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-26 |
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