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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 03/2022 | 02/2024 |
| Revity Consulting | Conshohocken | PA | 08/2021 | 01/2022 |
| Anthony's Coal Fired Pizza | Wayne | PA | 07/2021 | 08/2021 |
| Normandy Properties | Pittsburgh | PA | 05/2020 | 07/2020 |
| Lifetime Fitness | King Of Prussia | PA | 05/2019 | 07/2019 |
| Merion Golf Club | Ardmore | PA | 07/2019 | 08/2019 |
| Inspiratia | London | 01/2020 | 03/2020 | |
| Lifetime Fitness | King Of Prussia | PA | 05/2018 | 08/2018 |
| Anthony's Coal Fired Pizza | Wayne | PA | 08/2016 | 08/2017 |
| Radnor High School | Radnor | PA | 09/2016 | 06/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2017 | 05/2021 |
| Lpl Financial Llc | Doylestown | PA | 04/2024 | Present |
| Unemployed | Wayne | PA | 02/2024 | 04/2024 |
1)04/09/2024 - SJK Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2024
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-04-29 |
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