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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-01 |
Branch Locations
580 Virginia Drive Suite 150A, Ft. Washington, PA 19034 • United States
Fort Washington, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comcast Corporation | Philadelphia | PA | 09/2019 | 03/2025 |
| Pricewaterhousecoopers | Philadelphia | PA | 01/2018 | 09/2019 |
| Lpl Enterprise | Warrington | PA | 03/2025 | Present |
| La Salle University | Philadelphia | PA | 08/2013 | 01/2018 |
1. 03/10/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Fort Washington, PA - Start Date 03/10/2025 - 160 HRS/MO 2. 03/10/2025 - N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Fort Washington, PA - Start Date 03/10/2025 - 160 HRS/MO 3. 02/04/2026-Fort Financial Planning-Financial Planner-DBA for LPL Business (entity for LPL business)-Inv related-At reported business location(s)-Start date 02/02/2026-40hrs/mth-40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-01 |
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