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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-14 |
| PA | RA | APPROVED | 2019-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Financial | Pittsburgh | PA | 10/2007 | 10/2019 |
| Nationwide Securities, Llc | Indiana | PA | 08/2008 | 10/2019 |
| Lpl Financial Llc | Indiana | PA | 10/2019 | Present |
1)10/2/19- Crimson Wealth Management Group LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- Indiana, PA - 100% 2)10/2/19- Renda Broadcasting- Broadcast local sports events- No-Inv. Related- Indiana, PA- start dat 9/1993- 0% 3)10/2/19- Millennium Brokerage Group- Non-Variable Insurance- Agent- Inv. elatd- Indiana, PA- start date 10/2019- 10% 4)10/2/19- PIAA- Basketball Referee- Non-Inv. Related- Mechanicsburg, PA - start date 9/1987- 0% 5) 05/09/2025 - Indiana First Down Boosters - Not Investment Related - Non-Profit Board Member - StreetIndiana, PA - Start Date - 05/01/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-08 |
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