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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain View Perennials, Llc | Orwigsburg | PA | 05/2006 | 07/2021 |
| Waddell And Reed, Inc | Orwigsburg | PA | 09/2019 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agency | Orwigsburg | PA | 09/2019 | 07/2021 |
| E. Lori Smith | Orwigsburg | PA | 09/2019 | 07/2021 |
| Lpl Financial Llc | Orwigsburg | PA | 07/2021 | Present |
1) 2019 - DBA for LPL Business (entity for LPL business) - Advisemint Financial Partners - 0Hrs/Mo During Trading - Orwigsburg, PA 17961 2) 08/13/2021 - Real Estate Rental - Tracall Properties, LLC - 0Hrs/Mo During Trading - 635 W. Cherry St. Orwigsburg Pa. 17961, 226 W. Market St. Orwigsburg Pa. 17961, 301 W. Independence St. Orwigsburg, Pa 17961 3) 1/18/2022 - Tracall Properties, LLC - Investment Related - Home Based & Orwigsburg, PA 17961 - Real Estate Rental - Start Date: 1/14/2022 - 3 Hours Per Month/0 Hours During Securities Trading - Rental unit under Tracall Properties, LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-11 |
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