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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-20 |
Branch Locations
100 E Court St, Doylestown, PA 18901 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Services, Inc. | Doylestown | PA | 01/2007 | 09/2021 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Lpl Financial, Llc | Doyleston | PA | 09/2021 | Present |
1. 09/20/2021 - BOOK OF BROKERS/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 1%/ DOYLESTOWN, PA 2. 09/20/2021 - GLADSTONE WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ DOYLESTOWN, PA 3. 10/01/2007 - WEALTH ADVISORY SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ DOYLESTOWN, PA
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-06-03 |
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