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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-21 |
| NC | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gail C Ford Dba H&R Block | Wernersville | PA | 01/2006 | 01/2022 |
| Pine Grove Wesleyan Church | Pine Grove | PA | 05/1992 | 05/2019 |
| Waddell & Reed, Inc | Wernersville | PA | 11/2014 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Myerstown | PA | 11/2014 | 07/2021 |
| Lpl Financial, Llc | Wyomissing | PA | 07/2021 | Present |
1. 9/23/2021 - WBS Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/27/2021 - 160 Hours Per Month/7 Hours During Securities Trading. 2. 1/10/2022 - H&R Block Inc - Not Investment Related - 6869 Penn Ave, Wernersville, PA 19565 - Outside/W-2 Employment - Enrolled Agent - Started 12/07/2021 - 160 Hours Per Month/20 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-10-08 |
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