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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED | 2025-01-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hefren-Tillotson, Inc. | Pittsburgh | PA | 05/2012 | 10/2022 |
| Robert W. Baird & Co. Incorporated | Greensburg | PA | 10/2022 | 01/2025 |
| Lpl Financial Llc | Export | PA | 01/2025 | Present |
1)1/25/2025 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:01/17/2025 - 160Hrs/Mnth 8 Hrs during trading 2)01/21/2025 - The Good Life Companies - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:01/17/2025 - 160Hrs/Mnth 8 Hrs during trading 3)10/09/2024 - Yeckley, Tantlinger, & Subich Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 4)10/09/2024 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:01/17/2025 - 160Hrs/Mnth 8 Hrs during trading 5) 03/14/2025 - The Alderson Group at YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:03/07/2025 - 120Hrs/Mnth 30 Hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-01 |
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