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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-01-27 |
| PA | RA | APPROVED | 2025-01-27 |
| TX | RA | APPROVED | 2025-01-27 |
Branch Locations
214 Front Street, Clarks Summit, PA 18411 • United States
Asheboro, NC • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pugh Oil Co., Inc | Asheboro | NC | 06/1999 | 11/2016 |
| Pugh Lubricants, Llc | Asheboro | NC | 11/2016 | 06/2021 |
| Automasters Of Asheboro, Llc | Asheboro | NC | 04/2021 | 02/2022 |
| Stockdale Financial Group | Clarks Summit | PA | 09/2021 | 06/2022 |
| Thomas E Morris, Cpa | Asheboro | NC | 01/2022 | 12/2022 |
| Sagepoint Financial, Inc. | Clarks Summit | PA | 06/2022 | 01/2025 |
| Osaic Wealth, Inc. | Clarks Summit | PA | 09/2023 | 01/2025 |
| Lpl Financial, Llc | Clarks Summit | PA | 01/2025 | Present |
1)01/10/2025 - STOCKDALE FINANCIAL GROUP - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)01/10/2025 - Thomas Morris NVI - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 01/2025 - 8 Hr/Mth 3)01/10/2025 - Real Estate Rental - Co-Owner - Inv Rel - Oak Island, NC - Start: 08/2024 4)01/10/2025 - Morris and Teeple, LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - Start: 12/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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