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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-09 |
Branch Locations
350 S Sporting Hill Rd, Mechanicsburg, PA 17050-3061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance | Harrisburg | PA | 04/2013 | 03/2020 |
| Trispagonas Insurance | Harrisburg | PA | 03/2020 | 06/2021 |
| Lpl Financial | Mechanicsburg | PA | 06/2021 | Present |
1) 9/2021 - DBA for LPL Business (entity for LPL business) - Grove Wealth Management, LLC - Investment Related - Mechanicsburg, PA 17050 2) 05/11/2022 - Central Dauphin School District - Not Investment Related - Location Varies - Outside/W-2 Employment- Part-time custodian- Start Date - 03/01/2022 - 8 Hours Per Month/ 0 Hours During Securities Trading 3) 08/21/2023 - Real Estate Rental - Investment Related - Mechanicsburg, PA - Real Estate Rental - Start Date 07/06/2023 - 4 Hours Per Month 0 Hours During Trading 4) 11/19/2024 - Liberty Grove Insurance Services LLC DBA Grove Financial & Associates - Property and Casualty - Investment Related - 6230 Derry St, Harrisburg, PA 17111 - Start Date 02/01/2024 - 60 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-05 |
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