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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-08 |
| PA | RA | APPROVED | 2021-11-15 |
Branch Locations
21119 Paint Blvd, Shippenville, PA 16254 • United States
Allison Park, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life | Newport Beach | CA | 04/2008 | 09/2021 |
| Pacific Select Distributors | Newport Beach | CA | 04/2008 | 09/2021 |
| Lpl Finanical Llc | Shippenville | PA | 10/2021 | Present |
1) 10/2021- Berteotti Insurance and Financial Services INC- DBA for LPL Business (entity for LPL business)- inv. related- Shippenville, PA 2) 1/12/2022 - Crump/NSS - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2022 - 5 Hours Per Month/3 Hours During Securities Trading. 3) 02/21/2024 - Hewlett Financial Group - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/1/2024 - 300 Hrs/Mo; 160 Hrs During Trading. 4) 05/20/2024 - Baskerville Holdings, LLC - Inv Related - Allison Park, PA - Business Entity For Tax/Investment Purposes Only - Started: 5/4/2024 - 1 Hr/Mo; 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-02 |
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