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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-02 |
Branch Locations
1235 Westlakes Dr Ste 260, Berwyn, PA 19312 • United States
Atco, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Conshohocken | PA | 04/2016 | 02/2018 |
| Ranstad Professionals (Wells Fargo Advisors) | Philadelphia | PA | 03/2018 | 11/2018 |
| Boenning & Scattergood, Inc. | West Conshohocken | PA | 12/2018 | 02/2023 |
| Lpl Financial, Llc | West Conshohocken | PA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-21 |
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