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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-05 |
| NJ | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins | Blue Bell | PA | 04/2016 | 12/2016 |
| Park Avenue Securities | Blue Bell | PA | 07/2016 | 12/2016 |
| Wells Fargo Bank, Na | Ardmore | PA | 01/2017 | 06/2024 |
| Wells Fargo Clearing Services, Llc | Ardmore | PA | 02/2017 | 06/2024 |
| Lpl Financial Llc | Mt. Laurel | NJ | 06/2024 | Present |
1) 06/20/2024 - Momentum Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - Start Date:06/19/2024 - 160 Hrs/Mth - 8 Hrs During Trading. 2) 02/25/2025 - LIBERTY PLANNING GROUP LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/01/2025 - 200 Hrs/Mth - 200 Hrs During Trading. 3) 02/27/2025 - CHRISTOPHER MULLIGAN INVESTMENTS LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date:02/15/2025 - 200 Hrs/Mth - 200 Hrs During Trading. 4) 09/09/2025 - Momentum Insurance Services - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/08/2025 -10 Hrs/Mth - 10 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-23 |
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