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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Chester University | West Chester | PA | 08/2016 | 05/2017 |
| Ivy League Landscaping | Greenville | PA | 06/2017 | 08/2017 |
| West Chester University | West Chester | PA | 08/2017 | 05/2018 |
| Lorenzo And Sons Pizza | West Chester | PA | 06/2018 | 05/2019 |
| West Chester University | West Chester | PA | 08/2018 | 05/2019 |
| J O Hambro Capital Managment | Berwyn | PA | 10/2018 | 05/2019 |
| Envestnet Inc. | Berwyn | PA | 06/2019 | 08/2024 |
| Lpl Financial | Wilmington | DE | 09/2024 | Present |
1 - 03/2025 - Covenant Wealth Strategies - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
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