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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-26 |
Branch Locations
300 Willowbrook Ln Ste 315, West Chester, PA 19382 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-02 |
| TX | RA | APPROVED | 2018-01-02 |
Branch Locations
305 Madison Avenue, Morristown, NJ 07960 • United States
300 Willowbrook Lane, Suite 315, West Chester, PA 19382 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 03/2004 | 01/2018 |
| Minnesota Life Insurance Company | St Paul | MN | 03/2004 | Present |
| Legacy Planning | Plymouth Meeting | PA | 03/2004 | 01/2018 |
| Pa Piton'S Brokerage | West Chester | PA | 01/2003 | 12/2016 |
| Charles Kedra, Cpa | West Chester | PA | 01/1988 | Present |
| Tegler & Machenry | Frazer | PA | 01/2003 | 01/2018 |
| Crc Holdings Llp | Westchester | PA | 08/2005 | 03/2018 |
| Lpl Financial Llc | West Chester | PA | 01/2018 | Present |
| Private Advisor Group, Llc | Media | PA | 01/2018 | Present |
1. 01/02/2018 - FPA Wealth Management LLC / DBA for LPL Business (entity for LPL business) / Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 140 hours per month/ 7 hours during trading 2. 01/02/2018 - Charles Kedra / Tax Prep/Accounting/CPA / Investment Related -Home Based - Start Date 12/20/2017 - 2 hours per month/ 1 hour during trading 3. 01/02/2018 - Kendra Consulting, LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related - Home Based - Start Date 12/20/2017 - 2 hours per month/ 1 hour during trading 4. 01/02/2018 - One Resource Group / Non-Variable Insurance / Investment Related - At Reported Business Location(s) - Start Date 12/20/2017 - 20 hours per month/ 2 hours during trading 5. 1/8/2018 - Private Advisor Group, LLC - DBA: (Hybrid) Privae Advisor Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Start Date 12/20/2017 - 140 Hours Per Month/7 Hours During Trading - Time Spent 90% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/8/2018. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 1/9/2018 - Private Advisor Group - DBA: FPA Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 12/20/2017 - 140 Hours Per Month/7 Hours During Trading - Time Spent 90% - I provide investment advisory services through Private Advisor Group, an independent investment advisor firm. I started this business activity on 1/8/2018. I expect to spend approximately 140 hours/month on this activity. Please see the advisory firms Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 7. 10/16/2019 - Private Advisor Group - DBA:(Hybrid) FPA Owner Transitions - Investment related - At reported business location(s) - Registered Investment Advisor DBA - start date:10/01/2019 - 40 hrs/mo - 2 hrs during trading. 8. 2/5/2020 - Securian - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Retired Agent - Start Date: 02/01/2018 - 0 Hours Per Month. 9. 12/15/2025 - FPA Generations LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ 7 hours during trading 10. 12/15/2025 - FPA Generations Team - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 80 hours per month/ 2 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-25 |
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