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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-06-03 |
Branch Locations
1000 Noble Energy Dr Ste 280, Cannonsburg, PA 15317 • 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 |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 07/2012 | 05/2020 |
| Waddell & Reed, Inc | Canonsburg | PA | 07/2012 | 05/2020 |
| The Cypher Group | Washington | PA | 01/2017 | 05/2020 |
| Michael Sullivan | Pittsburgh | PA | 01/2019 | 03/2019 |
| Lpl Financial Llc | Canonsburg | PA | 05/2020 | Present |
1)05/22/2020 - Affinity Wealth Management Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 05/2020 2)4/5/2023 - BIG HEART HEALTH CARE LLC - Not Investment Related - 1487 Tamarisk Trail Youngstown, Ohio 44514 - Outside/W-2 Employment - caregiver - Start Date - 04/08/2023 - 56 Hours Per Month/10 Hours During Securities Trading 3) 05/31/2023 - SWINSURANCE - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 05/01/2023 - 5 Hours Per Month/ 5 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-04 |
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