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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
1606 Carmody Ct Ste 203 Blaymore I, Sewickley, PA 15143 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wexford | PA | 08/2015 | 01/2022 |
| Raymond James Financial Services Advisors Inc. | Wexford | PA | 08/2015 | 01/2022 |
| Individual Financial Services Inc. | Wexford | PA | 08/2015 | 01/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 05/2023 |
| Lpl Financial Llc | Wexford | PA | 05/2023 | Present |
| Ifs Wealth Management, Llc | Wexford | PA | 01/2024 | Present |
1) 04/14/2026 - Individual Financial Services Inc. - Non-Variable Insurance- inv. related- At Reported Business Location(s)- start date 1/1/1982- 6 hours per month/ 1 hour during trading 2) 04/14/2026- Notary - non-inv. related- At Reported Business Location(s) - start date 6/30/2012- 5 hours per month/ during trading 3) 07/20/2026 - IFS Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 200 Hours Per Month/ 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-14 |
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