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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED_RES | 2024-11-14 |
Branch Locations
2009 Mackenzie Way Ste 100 Pmb 188, Cranberry Township, PA 16066 • United States
820 S Pike Rd Ste 100 Suite 100, Sarver, PA 16055 • 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 |
|---|---|---|---|---|
| Farmers Financial Solutions | Pittsburgh | PA | 03/2013 | 10/2017 |
| Farmers Insurance Group | Pittsburgh | PA | 02/2013 | 02/2018 |
| Prudential Insurance Company Of America | Sarver | PA | 11/2017 | Present |
| Pruco Securities, Llc. | Sarver | PA | 11/2017 | 11/2024 |
| Lpl Enterprise, Llc | Sarver | PA | 11/2024 | Present |
1) 02/20/2025- Sarver Financial Group- DBA for LPL Business (entity for LPL business)- inv. related- at reported business location(s)- start date 11/05/2024- 0hrs/mnth-0hrs during trading 2)02/20/2025- James Mashey- Property and Casualty- Sell Property Casualty Insurance- inv. related- at Sarver, PA- start date 11/07/2017- 1hr/mnth-1hr during trading 3) 02/20/2025- Golf Simulator- Business Owner- Owner of Golf Simulator Business- not inv.related- at Sarver, PA- start date 08/01/2025- 30hrs/mnth-0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-30 |
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