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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-27 |
Branch Locations
214 Front Street, Clarks Summit, PA 18411 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial, Inc. | Clarks Summit | PA | 05/2016 | 09/2023 |
| Osaic Wealth, Inc. | Clarks Summit | PA | 09/2023 | 01/2025 |
| Lpl Financial Llc | Summit | PA | 01/2025 | Present |
1)01/10/2025 - STOCKDALE FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/10/2025 - James Teeple Jr. NVI - Non-Variable Insurance - nv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-28 |
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