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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagemark Consulting, Inc. | Exton | PA | 10/1989 | Present |
| Lincoln Financial Advisors Corporation | Berwyn | PA | 06/1998 | 08/2024 |
| Lpl Financial, Llc | Berwyn | PA | 08/2024 | Present |
1) 06/2024 - PFG Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 06/2024 - Academy Financial, Inc / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3) 06/2024 - Whitford Advisors, LLC / Business Entity For Tax/Investment Purposes Only / Non Inv Related / Berwyn, PA / Start date 08/15/2024 - 8 Hrs per month - 5 % Time Spent 4) 06/2024 - Family farm / Other / Non Inv. Related / Elverson, PA / Start date 10/14/2021 - 5- 07/2024 / Academy Financial / Non-Variable Insurance / Inv Related / 3 hrs mnth / 1 hrs during trading / start 04/01/2022
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-02-07 |
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