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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-11-28 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
820 Adams Ave Suite 100, Trooper, PA 19403-2328 • United States
820 Adams Ave Suite 100, Trooper, PA 19403 • United States
1035 B Mill Creek Drive, Feasterville, PA 19053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Philadelphia | PA | 08/2015 | 05/2019 |
| Tapingo, Inc. | Philadelphia | PA | 10/2016 | 03/2017 |
| Primerica, Inc. | Milford | PA | 05/2018 | 08/2018 |
| Voya Financial Advisors, Inc. | Trooper | PA | 02/2019 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 11/2022 |
| Menninger & Associates | Trooper | PA | 12/2018 | Present |
| Menninger & Associates, Inc | Trooper | PA | 01/2022 | Present |
| Lpl Financial | Trooper | PA | 11/2022 | Present |
1) 11/2022 - Menninger & Associates Financial Planning / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month / 100% / Hours During Trading 8Hr / TROOPER, PA 2) 11/2022 - Menninger & Associates, INC / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hours per month / 100% / Hours During Trading 8Hr / TROOPER, PA 3) 08/10/2023 - LendEDU - Other - Subcontractor - Article Editor - Not Investment Related - At Reported Business Location(s) - Start Date 06/02/2023 - 2 Hours Per Month/ 1 Hour During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-18 |
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