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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
110 Phoenixville Pike Suite 100, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Allentown | PA | 08/2019 | 12/2020 |
| Primerica Financial Services | Allentown | PA | 04/2019 | 12/2020 |
| Whitford Country Club | Exton | PA | 02/2016 | 08/2018 |
| Devon Preparatory School | Devon | PA | 09/2013 | 05/2017 |
| Temple University | Philadelphia | PA | 08/2017 | Present |
| Pruco Securities, Llc. | Exton | PA | 12/2020 | 11/2024 |
| Prudential Insurance Company Of America | Exton | PA | 05/2021 | Present |
| Lpl Enterprise, Llc | Exton | PA | 11/2024 | Present |
1) 09/25/2024- Wave Dating LLC- Business Owner- Managing app development- Not INV Related- At Malvern, PA- Start date 10/12/2019- 5 HRS MTH- 0 HRS During trading 2) 11/19/2025-Joshua Van Oostrom-Property and Casualty-Financial Planner-Inv related-At Malvern, PA-Start date 05/12/2021-5hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-03 |
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