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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wyomissing | PA | 05/2016 | 10/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 10/2018 |
| Lpl Financial, Llc | Reading | PA | 10/2018 | Present |
1. 10/19/2018 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/10/2018 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 7/28/2020 - Goodlife Insurance Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 03/15/2019 - 2 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-12 |
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