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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Canton | OH | 07/2010 | 02/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2020 |
| Mid Atlantic Capital Corporation | Pittsburgh | PA | 02/2020 | 03/2025 |
| Mid Atlantic Financial Management | Pittsburgh | PA | 02/2020 | 03/2025 |
| Newedge Advisors, Llc | New Orleans | LA | 11/2021 | 03/2025 |
| Lpl Financial Llc | Dover | OH | 03/2025 | Present |
1- 02/2025 / Beal Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-12 |
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