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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED_RES | 2024-08-05 |
Branch Locations
2000 Corporate Dr. Ste 350, Wexford, PA 15090 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-01-15 |
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Wexford | PA | 01/2010 | 08/2024 |
| Lpl Financial | Wexford | PA | 08/2024 | Present |
1- 06/2024 / BCR FINANCIAL SERVICES, LLC / DBA for LPL Business (entity for LPL business) / Inv Related / 10 hrs mnth / 10 hrs during trading / start 12/19/2009 2- 06/2024 / Insurance Sales / Non-Variable Insurance / Inv Related / 2 hrs mnth / 2 hrs during trading / start 12/19/2009 3- 06/2024 / 828 BREWING / Business Owner / Non Inv Related / 5 hrs mnth / 5 hrs during trading / start 6/15/2023 4) 03/10/2025 - BCR Financial Services, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:12/19/2009 - 18 Hrs/Mth - 4 Hrs During Trading.I provide financial planning and consulting services through BCR Financial Services, LLC, an independent investment advisor firm. I started this business activity in 12/2009. I expect to spend approximately 18 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The advisory firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-06 |
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