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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
1800 Main St Ste 210, Canonsburg, PA 15317 • United States
1800 Main Street, Suite 210, Canonsburg, PA 15317 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 02/2024 |
| Benchmark Wealth Management | El Segundo | CA | 01/2013 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lpl Financial | Cannonsburg | PA | 02/2024 | Present |
1)06/05/2023 - Benchmark Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 06/2023 - 160 Hr/Mth 2)06/05/2023 - Kevin Smith - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 06/2009 - 2 Hr/Mth 3)06/05/2023 - Benchmark Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2016 4)06/05/2023 - Benchmark Lease Group LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 01/2016
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-21 |
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