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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-25 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
Catawissa, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Catawissa | PA | 06/1993 | 08/2026 |
| Lpl Financial | Catawissa | PA | 08/2026 | Present |
1. 08/2026 - Patrick J Reilley - Non-Variable Insurance - Investment related - Catawissa PA 17820 - 01 Hrs/Mth - 01 Hrs During Trading - OBA start date: 11/23/1992 2. 08/2026 - DR sun LLC - Business Entity For Tax/Investment Purposes Only - Not Investment related - Catawissa PA 17820 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 12/23/2007 3. 08/2026 - Patrick J Reilley - Real Estate Rental - Investment related - Catawissa PA 17820 - 02 Hrs/Mth - 01 Hrs During Trading - OBA start date:10/19/2010 4. 08/2026 - UNB Bank - For-Profit Board Member - Not Investment related - Mount Carmel PA 17851 - 02 Hrs/Mth - 01 Hrs During Trading - OBA start date: 05/09/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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