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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-12-05 |
| PA | RA | APPROVED | 2017-11-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Reading | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Reading | PA | 11/2016 | 11/2017 |
| Lpl Financial Llc | Reading | PA | 11/2017 | Present |
1. 11/21/2017 - Good Life Financial Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 11/2017 - 160 Hours Per Month/40 Hours During Securities Trading - Time Spent 100%. 2. 3/1/2023 - National Guardian Life Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales Rep - Start Date - 03/01/2023 - 1 Hours Per Month/1 Hours During Securities Trading 3. 04/08/2024 - Good Life IA - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started: 1/12/2024 - 1 Hrs/Mo During Trading. 4. 09/17/2024 - Cavanna Stone Retirement Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 160 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-29 |
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