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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| PA | RA | APPROVED | 2022-11-01 |
Branch Locations
4495 Old William Penn Highway, Murrysville, PA 15668 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Advisory Group, Inc. | Greensburg | PA | 08/2019 | 10/2022 |
| Fidelity National Financial, Servicelink | Pittsburg | PA | 03/2015 | 05/2017 |
| Highmark | Pittsburgh | PA | 09/2017 | 06/2020 |
| Unemployed | Pittsburgh | PA | 05/2017 | 09/2017 |
| Pwr Planners | Greensburg | PA | 06/2020 | 12/2020 |
| Trustmont Financial Group, Inc. | Greensburg | PA | 10/2020 | 10/2022 |
| Lpl Financial Llc | Murrysville | PA | 11/2022 | Present |
1) 10/05/2022 - Puzak Wegley Financial, LLC - DBA for LPL Business (entity for LPL business) - INV REL - AT REPORTED BUSINESS LOCATIONS(S) 2) 01/09/2023 - Puzak Wegley Tax Services - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Start Date: 06/15/2020 - 0 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-09-22 |
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