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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self -Personal Tax Service | Willow Grove | PA | 01/1995 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2011 | 05/2018 |
| Mcreynolds Wealth Management | Montgomeryville | PA | 04/2011 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2018 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2018 | Present |
| Lpl Financial Llc | Lansdale | PA | 12/2022 | Present |
1) 12/02/2022 - Just Abundance Media LLC - Other - Author, Life Coaching, Personal Developmen - Telford PA 18969 - Non Investment related - Start date: 05/01/2001 - 6 Hours per month . 2) 08/19/2025- GEORGE MCREYNOLDS , CFP- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 08/15/2025- 10 Hours Per Month- 10 Hours During Trading 3) 08/19/2025- McReynolds & Company LLC- DBA for LPL Business (entity for LPL business) - Inv Rel- At Reported Business Location (s)- 140 Hrs Per Mnth/Trading- Start Date 09/01/2025 4) 09/16/2025 - Personal Tax Plans.com - Investment Related - Tax Prep/Accounting/CPA - Lansdale, PA - Start Date:12/02/2022 - 10 Hrs/Mth - 2 Hrs During Trading. 5) 11/11/2025 - Other - Safety Trainer - Certified Firearms Safety instructor - Not Investment Related - Home Based - Start Date 11/10/2025 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-20 |
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