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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-10 |
| PA | RA | APPROVED | 2017-02-24 |
Branch Locations
780 Parkway Blvd., Broomall, PA 19008 • United States
962 Billingsport Rd, Paulsboro, NJ 08066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Jenkentown | PA | 09/2008 | Present |
(1) 10/08/2019 - Guidepoint - Investment related - 730 Third Ave, new york, NY 10017 - Non-Variable Insurance - start date:09/01/2019 - 1 hr/mo - 1 hr during trading. (2) 4/15/2021 - Acrisure LLC DBA. Doyle Alliance Group - Investment related - 200 N Warner Rd., Suite 450A King of Prussia, PA19406 - Non-Variable Insurance - start date: 2/23/2015 - 20 hrs/mo, 2 hrs during trading (3) 06/28/2023 - Golden Years Consultants - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 01/01/2023 - 20 Hours Per Month/ 15 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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