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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
1456 Ferry Rd Ste 701, Doylestown, PA 18901 • United States
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 |
|---|---|---|---|---|
| Catanzaro'S Ins & Fin'L Serv., Ltd. | Ambler | PA | 07/1988 | Present |
| Nationwide Securities, Llc | Ambler | PA | 08/2008 | 10/2019 |
| Lpl Financial, Llc | Ambler | PA | 10/2019 | Present |
1. 10/01/2019 - OAK & STONE CAPITAL ADVISORS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ AMBLER, PA 2. 7/2/2020 - Oak & Stone Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/01/2020 - 10 Hours Per Month/1 Hours During Securities Trading. 3. 7/6/2020 - Oak and Stone Capital Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2019 - 10 Hours Per Month/1 Hour During Securities Trading 4. 08/30/2023 - Catanzaro Insurance & Financial Services, LTD - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 08/17/2023 - 6 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-13 |
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