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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-29 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Collegeville | PA | 08/2005 | 07/2021 |
| Denise Satterthwaite | Collegeville | PA | 02/1990 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Collegeville | PA | 10/2005 | 07/2021 |
| Lpl Financial Llc | Collegeville | PA | 07/2021 | Present |
1) 1/26/2023 - Stone Bridge Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 170 Hours Per Month/170 Hours During Securities Trading 2) 11/05/2024 - Collegeville Tax Services LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 11/05/2024
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-09-09 |
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