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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-16 |
| TX | RA | APPROVED | 2024-05-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1700 Ashwood Drive Suite 1703, Canonsburg, PA 15317 • United States
1700 Ashwood Drive Suite 1703, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Mcmurray | PA | 06/2016 | 09/2016 |
| Lincoln Financial Securities Corporation | Mcmurray | PA | 09/2016 | 05/2024 |
| Lpl Financial | Mcmurray | PA | 05/2024 | Present |
1) 05/2024 - New Beginnings Wealth Advisors, LLC / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100% Time Spent 2) 05/2024 - New Beginnings Wealth Advisors / Non-Variable Insurance / Inv. Related / Canonsburg PA / Start date 05/16/2024 - 2 Hrs per month - 10 % Time Spent 3) 05/2024 - JMK Investment Partners / Co-owner / Real Estate Rental / Non. Inv Related / PA 15315 / Start date 05/16/2024 - 1% Time Spent 4) 05/2024 - Premiere Auto Sales / Secretary / For-Profit Board Member / Non. Inv Related / Washington, PA / Start date 05/16/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-02 |
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