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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-01 |
| VA | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Growth Partners | Charlottesville | VA | 08/2025 | 04/2026 |
| Idm Trucking | Weyers Cave | VA | 07/2024 | 08/2025 |
| Unemployed | Crozet | VA | 02/2024 | 07/2024 |
| Blue Ridge Beverage | Waynesboro | VA | 11/2023 | 02/2024 |
| Wel Companies | De Pere | WI | 11/2022 | 11/2023 |
| Continetal Express | Fishersville | VA | 07/2022 | 11/2022 |
| Kane Logistics | Scranton | PA | 09/2021 | 07/2022 |
| Unemployed | Dickson City | PA | 04/2021 | 09/2021 |
| Tobyhanna Army Depot | Tobyhanna | PA | 10/2018 | 04/2021 |
| Mclane Company | Jessup | PA | 09/2013 | 10/2018 |
| Park Avenue Securities | Charlottesville | VA | 01/2026 | 04/2026 |
| Lpl Financial | Crozet | VA | 05/2026 | Present |
1. 4/2026 - MTN Transport LLC - Business Owner - Not INV REL - 0 Hour(s)/Month - 0 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 11/15/2023 2. 4/2026 - Strategic Planning Associates llc - DBA for LPL Business (entity for LPL business) - INV REL - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 5/1/2026 3. 4/2026 - Tyler Matechak - Non-Variable Insurance - INV REL - 20 Hour(s)/Month - 20 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 05/01/2026 4. 4/2026 - Tyler Matechak - Real Estate Rental - INV REL - 5 Hour(s)/Month - 5 Hour(s) During Trading - Crozet VA 22932 - OBA Start date: 06/01/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-25 |
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