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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies | Yardley | PA | 03/2009 | 07/2021 |
| Waddell & Reed, Inc. | Yardley | PA | 03/2009 | 07/2021 |
| Merchantmatch Inc | Yardley | PA | 09/2012 | Present |
| Business 2 Business Association | Levittown | PA | 08/2018 | 05/2019 |
| Pmm Financial Group Llc | Yardley | PA | 08/2018 | Present |
| Lpl Financial, Llc | Yardley | PA | 07/2021 | Present |
1. 9/15/2021 - PMM Financial Group LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/25/2018 - 40 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-28 |
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