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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-21 |
| PA | RA | APPROVED | 2018-04-23 |
Branch Locations
1101 Penn Avenue, Suite A, Scranton, PA 18509 • United States
120 South State Street, Newtown, PA 18940 • United States
Archbald, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Company | Columbus | OH | 06/1998 | 04/2018 |
| Nationwide Securities, Llc | Columbus | OH | 07/1998 | 04/2018 |
| Nationwide Financial Network | Columbus | OH | 02/2003 | 12/2017 |
| Lpl Financial Llc | Scranton | PA | 04/2018 | Present |
1)4/23/18- Financial Transitions Advisors, LLC- DBA for LPL Business (entity for LPL business)- Inv. Related- at Scranton, PA- 90% 2) 5/11/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 04/23/2018 - 25 Hours Per Month/1 Hour During Securities Trading. 3) 5/21/2018 - Financial Transitions Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/16/2018 - 150 Hours Per Month/8 Hours During Securities Trading. 4) 11/12/2021 - Launchpad Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 09/27/2021 - 20 Hours Per Month During Securities Trading. 5) 10/24/2022 - No Business Name - Investment Related - Naples, FL 34119 - Real Estate Rental - Owner - Start Date: 10/01/2022 - 2 Hours Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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