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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
402 Middletown Blvd Ste 204, Langhorne, PA 19047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Philadelphia | PA | 05/2009 | 11/2020 |
| Waddell & Reed, Inc. | Langhorne | PA | 11/2020 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Newtown | PA | 11/2020 | 07/2021 |
| Lpl Financial Llc | Langhorne | PA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-09-20 |
| S65 | Uniform Investment Adviser Law Examination | 1994-09-20 |
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