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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-20 |
| TX | RA | APPROVED | 2021-09-20 |
Branch Locations
100 E Court St, Doylestown, PA 18901 • United States
360 Kingsley Park Dr Ste 100, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Advisory Services, Inc. | Doylestown | PA | 07/2004 | 09/2021 |
| Raymond James Finanial Services, Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 05/2016 | 09/2021 |
| Lpl Financial, Llc | Doyleston | PA | 09/2021 | Present |
1) 9/2021- Wealth Advisory Services- DBA for LPL Business (entity for LPL business)- Inv. Related- DOYLESTOWN, PA 2) 9/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- DOYLESTOWN, PA 3) 9/2021- BOOK OF BROKERS- Non-Variable Insurance- Agent selling Term life and Universal life- Inv. Related- DOYLESTOWN, PA- start date 9/2021- 2hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-13 |
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