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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-16 |
Branch Locations
115 E Swedesford Road, Wayne, PA 19087 • United States
2795 Ridge Pike, Trooper, PA 19403 • United States
1920 Butler Pike, Conshohocken, PA 19428 • United States
595 N Morehall Rd, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rothschild & Co. Asset Management Us Inc. | Devon | PA | 09/2015 | 12/2018 |
| Foreside Fund Services, Llc | Devon | PA | 04/2016 | 12/2018 |
| Entoro Securities, Llc | Houston | TX | 08/2019 | 04/2021 |
| Entoro Capital, Llc | Houston | TX | 08/2019 | 04/2021 |
| Foresight Global Advisors | Hot Springs | AR | 06/2019 | 04/2020 |
| Yellow Springs Holdings | Malvern | PA | 01/2019 | 08/2025 |
| Entoro Investments, Llc | Houston | TX | 06/2020 | 04/2021 |
| Lpl Financial | Malvern | PA | 09/2025 | Present |
| Trumark Fcu | Malvern | PA | 09/2025 | Present |
1- 09/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 160 hours per month/ 140 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 2020-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-05 |
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