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1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lemoyne | PA | 11/2009 | Present |
| Ifs Group, Llc | Mechanicsburg | PA | 03/2024 | Present |
| Bridgeport Wealth Management | Lemoyne | PA | 01/2012 | 06/2024 |
| Ifs Group | Mechanicsburg | PA | 02/2024 | Present |
1. 01/13/2010 - NON-VARIABLE INSURANCE - INV REL - HAS EXISTING FIXED ANNUTIES IN PLACE WITH VARIOUS INSURERS. NO FURTHER BUSINESS WILL BE DONE AWAY FROM LPL. 2. 11/23/2009 - BRIDGEPORT WEALTH MANAGEMENT - INV. REL. - AT REPORTED BUSINESS (S) - Tax Prep/Accounting/CPA - TAX PREP / ACCOUNTING / BOOKKEEPING - LIMITED ACCOUNTING, TAX, AND ESTATE PLANNING PRACTICE PROVIDING SERVICE TO SELECT BROKERAGE CLIENTS. - TIME SPENT 5% 3. 08/23/2011 - BRIDGEPORT WEALTH MANAGEMENT - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BASIC TAX PREP. 4. 8/10/2017 - LTCi Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 08/07/2017 - 2 Hours Per Month During Securities Trading - Fixed insurance. 5. 4/6/2021 - Cavalier Associates - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Sales Agent - Start Date: 2/9/2021 - 4 Hours Per Month/4 Hours During Securities Trading. 6. 01/04/2024 - IFS Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 150 Hours Per Month/ 130 Hours During Trading 7. 07/24/2024 - IFS Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/09/2024 - 160 Hours Per Month/ 130 Hours During Trading - I provide investment advisory services to IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-01-12 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-01 |
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