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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-16 |
Branch Locations
2000 Beaver Avenue, Suite 3, Monaca, PA 15061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Beaver Valley Independent Insurance Group Llc | Monaca | PA | 07/2014 | Present |
| Adp (Automated Data Processing) | Pittsburgh | PA | 02/2010 | 05/2018 |
| Lincoln Financial Securites | Monaca | PA | 12/2019 | 02/2024 |
| Lpl Financial Llc | Monaca | PA | 02/2024 | Present |
1) 02/01/2024 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 02/16/2024 - Beaver Valley Independent Insurance Group, LLC - Inv Related - At Reported Business Location(s) - Insurance Agency - Owner - Member - Producer - Started: 7/7/2014 - 120 Hrs/Mo; 4 Hrs During Trading. 3) 10/18/2024 - Your Total Solution Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/11/2024 - 60 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-05 |
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