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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-11-12 |
| PA | RA | APPROVED | 2024-11-11 |
Branch Locations
57 South Maple Avenue, Marlton, NJ 08053-2031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Levittown | PA | 09/2019 | 12/2020 |
| Maggie's Waterfront Cafe | Philadelphia | PA | 08/2014 | 05/2021 |
| Citizens Securities Inc. | Levittown | PA | 09/2019 | 12/2020 |
| Citizens Securities, Inc | Westwood | MA | 07/2021 | 08/2021 |
| Citizens Bank | Fort Washington | PA | 07/2021 | 08/2021 |
| Union League Of Philadelphia | Philadelphia | PA | 06/2021 | 12/2021 |
| Main Street Financial Life Advisors, Llc | Moorestown | NJ | 09/2021 | 11/2022 |
| Cwm, Llc | Omaha | NE | 09/2021 | 11/2022 |
| Lpl Financial, Llc | Marlton | PA | 01/2023 | Present |
1) 2026-05-07 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - M FinanciaI PIannig Services, Inc - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-01-06 - 40hrs/mth - 32hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-16 |
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