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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Pittsburgh | Pittsburgh | PA | 01/2019 | 01/2021 |
| Riley Financial Strategies Group | Monroeville | PA | 05/2018 | 08/2018 |
| The London Edition | Fitzrovia | 05/2019 | 07/2019 | |
| Grant Thornton | Pittsburgh | PA | 07/2020 | 07/2020 |
| Grant Thornton | Pittsburgh | PA | 10/2021 | 03/2022 |
| Hampton High School | Allison Park | PA | 12/2013 | 06/2017 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2017 | 05/2020 |
| University Of Pittsburgh | Pittsburgh | PA | 08/2020 | 05/2021 |
| N/A | Allison Park | PA | 06/2017 | 08/2017 |
| N/A | Allison Park | PA | 05/2020 | 08/2020 |
| N/A | Allison Park | PA | 05/2021 | 10/2021 |
| Lpl Financial | Shippenville | PA | 05/2022 | Present |
1)12/05/2023 - Berteotti Insurance and Financial Services. INC. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2023 - 160 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-29 |
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