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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| PA | RA | APPROVED | 2022-11-01 |
Branch Locations
4495 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bayer Us Llc | St. Louis | MO | 08/2009 | 12/2021 |
| Trustmont Advisory Group, Inc | Greensburg | PA | 05/2021 | 10/2022 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 11/2021 | 10/2022 |
| Lpl Financial Llc | Murrysville | PA | 10/2022 | Present |
1) 11/12022: Puzak Wegley Financial, LLC; At reported business location(s); DBA for LPL Business (entity for LPL business); Inv. related. 2) 9/25/2023: Puzak Wegley Tax Services; At reported business location(s); Tax Prep/Accounting/CPA; Inv. related; start date 5/1/2021; 0hrs/mo. during trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-20 |
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