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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
301 Floral Vale Blvd, Yardley, PA 19067 • United States
455 Route 9 South Suite 201, Little Egg Harbor Tw, NJ 08087 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Yardley | PA | 07/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Little Egg Harbor Twp | NJ | 07/2009 | 07/2021 |
| Independent Order Of Forresters | Little Egg Harbor Twp | NJ | 03/2006 | 07/2021 |
| Equitrust Life | Little Egg Harbor Twp | NJ | 03/2006 | 07/2021 |
| Pmm Financial Group | Yardley | PA | 08/2018 | 07/2021 |
| Lpl Financial Llc | Yardley | PA | 07/2021 | Present |
1.07/02/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PMM Financial Group; Investment Related; at Reported Business Location(s); Start Date 04/01/2018; hrs/mth; hrs during trading 2.08/04/2026; Kingdom Insurance; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 04/01/2023; 8hrs/mth; 2hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 2001-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-17 |
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