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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 |
|---|---|---|---|---|
| Guardian Life Insurance Co Of America | Jermyn | PA | 10/1997 | 03/2019 |
| Park Avenue Securities Llc | Jermyn | PA | 05/1999 | 02/2019 |
| Guardian Life Insurance | Wilkes Barre | PA | 06/2016 | 03/2019 |
| Park Avenue Securities | Wilkes Barre | PA | 06/2016 | 02/2019 |
| Cadaret, Grant & Co., Inc. | Jermyn | PA | 03/2019 | 07/2025 |
| Lpl Financial Llc | Jermyn | PA | 07/2025 | Present |
1- 07/2025 - Strategic Planning Associates LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/01/2019 - 160 hours per month/ during trading 2- 07/2025 - Rental - Real Estate Rental - Owner - Investment Related - Jermyn, PA - Start Date 01/02/2002 - 1 hour per month/ during trading 3- 07/2025 - Insurance Sales - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 10/10/1994 - 20 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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