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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-02-26 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Bensalem, PA • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lpl Financial | Bensalem | PA | 05/2013 | 02/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 06/2013 | 02/2019 |
| Lpl Financial Llc | San Diego | CA | 02/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-23 |
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