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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2024-12-02 |
| PA | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Bethlehem, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fox Financial Group | Saint Louis | MO | 08/2023 | Present |
| Unemployed | Bethlehem | PA | 04/2023 | 07/2023 |
| Crema | Kansas City | MO | 05/2021 | 04/2023 |
| Unemployed | Kennet Square | PA | 05/2020 | 05/2021 |
| D'ADdario & Co. | Farmingdale | NY | 09/2011 | 05/2020 |
| Heart & Home Realty | Bethlehem | PA | 08/2023 | Present |
| Lpl Financial | Bethlehem | PA | 12/2024 | Present |
1 - 11/2024 - Fox Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s). 2 - 11/2024 - Heart & Home Realty - Brokerage/ Real Estate Services - Inv Related - 10 Hours/Month - PA 18017 - OBA Start Date: 08/01/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-21 |
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