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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tsc Distributors, Llc | Pittsburgh | PA | 01/2013 | 11/2016 |
| Ameriprise Financial Services Inc | Sewickley | PA | 07/2018 | 04/2022 |
| Unemployed | Pittsburgh | PA | 02/2018 | 07/2018 |
| Lpl Financial | Shippenville | PA | 04/2022 | Present |
| Transamerica Capital Inc | Denver | CO | 11/2016 | 02/2018 |
1- 04/2022 / DBA for LPL Business (entity for LPL business) / Berteotti Insurance & Financial Services, Inc. / Investment Related / Shippenville, Pennsylvania 2- 04/2022 / Outside/W-2 Employment / National Ski Patrol Patrol / Non Investment Related / Shippenville, Pennsylvania 3- 04/2022 / Outside/W-2 Employment / E Doll / Non Investment Related / 6 HR Mnth / Pittsburgh PA 15238 4- 02/22/2024 / Hewlett Financial Group / Inv Related / At Reported Business Location(s) / DBA for LPL Business (entity for LPL business) / Started: 5/1/2024 / 40 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-15 |
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