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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
2056 Plank Rd., Suite A, Carrolltown, PA 15722 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Patton | PA | 08/1999 | 07/2025 |
| Lpl Financial Llc | Carrolltown | PA | 07/2025 | Present |
1) 07/10/2025- Letitia D Cordell / Non-Variable Insurance / Carrolltown PA 15722 - Start date 01/03/2000 - 5 hrs per month - 5 Total Hours per month during trading 2) 07/10/2025 - Perennial Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 160 Total Hours per month during trading*
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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