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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-05-29 |
Branch Locations
203 Commerce Dr Ste B, Quarryville, PA 17566 • United States
Pottstown, PA • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | West Chester | PA | 03/2017 | Present |
| Joann Fabric And Craft | Southampton | PA | 10/2013 | 10/2016 |
| Unemployed | Warminster | PA | 10/2016 | 03/2017 |
1. 1/4/2019 - Fisher Wealth Management Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/01/2017 - 160 Hours Per Month During Securities Trading. 2. 11/3/2020 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Started 10/14/2020 - 1 Hour Per Month During Securities Trading - Notary Public - Notarize forms for clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-20 |
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