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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-09-17 |
Branch Locations
420 Fort Duquesne Blvd One Gateway Center, Ste 2000, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobson Associates | Pittsburgh | PA | 01/1993 | Present |
| Kestra Advisory Services, Llc | Pittsburgh | PA | 04/2016 | 09/2024 |
| Kestra Investment Services, Llc | Pittsburgh | PA | 12/1998 | 09/2024 |
| Lpl Financial Llc | Pittsburgh | PA | 09/2024 | Present |
1 - 08/13/2024 - Jacobson Associates, Inc. - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 160 Hours/Month - 8 Hours During Trading - PA 15222 - OBA Start Date: 01/01/1993. 2 - 08/13/2024 - Lawrence Jacobson - Non-Variable Insurance - life insurance, disability insurance, long-term care insurance, group insurance - Inv Related - 160 Hours/Month - 8 Hours During Trading - PA 15222 - OBA Start Date: 08/16/2024. 3 - 08/13/2024 - The Monteverde Group, LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 8 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-11-30 |
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