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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dana Corporation | Pottstown | PA | 05/2018 | 08/2018 |
| Ciocca Ford Of Quakertown | Quakertown | PA | 09/2018 | 11/2020 |
| Unemployed | Schwenksville Pa | PA | 12/2020 | 01/2021 |
| Diamond Credit Union | Pottstown | PA | 01/2021 | Present |
| Lpl Financial | Wyomissing | PA | 06/2025 | Present |
| Our Place Restaurant | Gilbertsville | PA | 09/2015 | 05/2018 |
1. 10/2025- Investment products and services are offered through LPL Financial LLC using the DBA/Diamond Financial Planning / INVESTMENT RLTD / AT REPORTED BUSINESS LOCATION(S)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-14 |
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