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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Greensboro | PA | 07/2021 | 01/2025 |
| Indiana University Of Pennsylvania | Indiana | PA | 08/2016 | 05/2017 |
| Msa/State Model Management | New York City | NY | 04/2017 | 12/2021 |
| Marymount Manhattan College | New York City | NY | 08/2017 | 05/2020 |
| Cynthia Rowley | New York City | NY | 06/2019 | 08/2019 |
| Max Mara | New York City | NY | 09/2019 | 12/2019 |
| Balenciaga | New York City | NY | 01/2020 | 04/2020 |
| Tropics Restaurant | Morgantown | WV | 09/2020 | 12/2020 |
| Nyu Stern School Of Business | New York City | NY | 01/2021 | 05/2024 |
| London Business School | London | 09/2023 | 12/2023 | |
| Aim Model Management | New York City | NY | 01/2015 | 04/2017 |
| Waddell & Reed | Waynesburg | PA | 07/2018 | 07/2021 |
| Lpl Financial Llc | Waynesburg | PA | 01/2025 | Present |
1)01/13/2025 - Grandel Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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