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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 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Easton | PA | 09/1993 | 07/2025 |
| Personal Dollar Management | Easton | PA | 09/1993 | 07/2025 |
| Lpl Financial Llc | Easton | PA | 07/2025 | Present |
1. 07/10/2025- Jon D. Thomas-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/01/1994- 10 Hours Per Month- 10 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-20 |
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