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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-26 |
Branch Locations
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 |
|---|---|---|---|---|
| Greenville Financial Consultants | Greenville | PA | 09/2019 | Present |
| Club Reduce Of Hermitage | Hermitage | PA | 10/2015 | 08/2017 |
| Unique Pampering | Grove City | PA | 08/2017 | 07/2018 |
| Lincoln Heritage | Greenville | PA | 12/2018 | 09/2019 |
| Unemployed | Greenville | PA | 07/2018 | 12/2018 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2020 | 07/2024 |
| Cetera Advisor Networks | El Segundo | CA | 09/2019 | 09/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2024 |
| Thiel College | Greenville | PA | 09/2023 | Present |
| Lpl Financial Llc | Greenville | PA | 07/2024 | Present |
1.07/25/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Greenville Financial Consultants, Inc.; Investment Related; at Reported Business Location(s); Start Date 07/22/2024; 100hrs/mth; 4hrs during trading 2.07/25/2024; NA; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 07/22/2024; 4hrs/mth; 1hrs during trading 3.07/25/2024; Thiel College; Outside/W-2 Employment; Investment Related; 75 COLLEGE AVE GREENVILLE,PA; Start Date 07/22/2024; 12hrs/mth; hrs during trading 4.05/18/2026; MNY Financial Holding LLC; Business Owner; Not Investment Related; Greenville,PA; Start Date 05/14/2026; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-19 |
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