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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-10-01 |
Branch Locations
545 N Bethlehem Pike Ste 203, Ambler, PA 19002 • United States
570 S West End Blvd, Quakertown, PA 18951 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide Insurance Company | Columbus | OH | 07/1993 | 10/2019 |
| Nationwide Securities Llc | Columbus | OH | 08/2008 | 10/2019 |
| Lpl Financial, Llc | Quakertown | PA | 10/2019 | Present |
1. 01/01/1996 - QUAKERTOWN TAG & NOTARY SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ QUAKERTOWN, PA 2. 10/01/2019 - OAK & STONE CAPITAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ TUNKHANNOCK, PA 3. 01/01/1996 - LANDIS AGENCIES/ INSURANCE AGENCY/ INVESTMENT RELATED/ 25%/ QUAKERTOWN, PA 4. 01/01/2005 - RENTAL PROPERTIES/ REAL ESTATE RENTAL/ NOT INVESTMENT RELATED/ 0%/ 716 E WALNUT ST ,PERKASIE, PA 18944; 570 S WEST END BLVD, QUAKERTOWN, PA 18951 5. 7/2/2020 - Oak & Stone Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/29/2020 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-22 |
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