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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-12 |
| TX | RA | APPROVED_RES | 2025-03-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sugarcreek | OH | 12/2002 | 12/2016 |
| Gebhardt Financial, Ltd | Dover | OH | 12/2002 | Present |
| Mid Atlantic Capital Corporation | Dover | OH | 01/2017 | 03/2025 |
| Mid Atlantic Financial Management, Inc. | Pittsburgh | PA | 01/2017 | 03/2025 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | 03/2025 |
| Lpl Financial Llc | Dover | OH | 03/2025 | Present |
1-02/2025 / Gebhardt Financial Group / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNHT / 8 HRS DURING TRADING / START 01/01/2017 2- 02/2025 / Gebhardt Financial, LTD / Business Entity For Tax/Investment Purposes Only / NON INV RLTD / 120 HRS MNTH / 6 HRS DURING TRADING / START 01/01/2000 3- 02/2025 / Fixed Insurance / Insurance Agent / Non-Variable Insurance / INV RLTD / 10 HRS MNTH / 1 HRS DURING TRADING / START 10/01/1993 4- 02/2025 / Yellowbrick on 39 / Real Estate Rental / INV RLTD / 20 HRS MNTH / START 10/09/2020 5- 02/2025 / Gebhardt Holdings LTD / Real Estate Rental / INV RLTD / 1 HRS MNTH / START 06/01/2002
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-26 |
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