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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| PA | RA | APPROVED | 2019-12-06 |
Branch Locations
1500 Ethan Drive, Wyomissing, PA 19610 • United States
1600 Medical Drive, Pottstown, PA 19464 • United States
6591 Perkiomen Ave, Birdsboro, PA 19508 • United States
420 South 5Th Avenue, West Reading, PA 19611 • United States
4453 5Th Street Highway, Temple, PA 19560 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adam Art | Wyomissing | PA | 10/2010 | 07/2018 |
| Primerica | West Lawn | PA | 08/2017 | 07/2018 |
| Target Corporation | Wyomissing | PA | 04/2015 | 11/2018 |
| Diamond Credit Union | Pottstown | PA | 07/2018 | Present |
| Pennsylvania State University | Reading | PA | 06/2015 | 05/2019 |
| Lpl Financial Llc | Reading | PA | 06/2019 | Present |
1)6/27/19- Diamond Financial Planning- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business locations(s)-100% 2) 10/13/2021 - Diamond Credit Union - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 05/04/2021 - 130 Hours Per Month/112 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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