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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Denise Satterthwaite | Collegville | PA | 02/2020 | 07/2021 |
| Waddell & Reed Inc | Collegeville | PA | 02/2020 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Collegeville | PA | 02/2020 | 07/2021 |
| Waddell & Reed Inc | Collegeville | PA | 10/2019 | 02/2020 |
| Synergy Environmental Inc | Royersford | PA | 08/2019 | 10/2019 |
| Unemployed | Collegeville | PA | 05/2019 | 08/2019 |
| Rita'S Italian Ice | Collegeville | PA | 05/2018 | 04/2019 |
| Private | Collegeville | PA | 02/2014 | 07/2017 |
| Student | Collegville | PA | 08/2009 | 05/2019 |
| Waddell & Reed Financial Advisors | Collegeville | PA | 10/2019 | 02/2020 |
| N/A | Royersford | PA | 08/2009 | 08/2019 |
| Delaware Valley University | Doylestown | PA | 08/2017 | 05/2019 |
| Rachel Satterthwaite | Collegeville | PA | 10/2020 | 05/2021 |
| Collegeville Tax | Collegeville | PA | 02/2021 | 07/2021 |
| Lpl Financial Llc | Collegeville | PA | 07/2021 | Present |
1) 04/17/2023 - Stone Bridge Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 01/24/2023 - 160 Hours Per Month/ 160 Hours During Securities Trading 2) 11/05/2024 - Collegeville Tax Services LLC -Tax Prep/Accounting/CPA - At Reported Business Location(s) - Investment Related - Start Date 11/05/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-15 |
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