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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
Branch Locations
3141 Lillian Ave Ste 3, Murrysville, PA 15668 • 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Murrysville | PA | 07/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Monroeville | PA | 07/2013 | 07/2021 |
| The Cypher Group Llc | Washington | PA | 03/2017 | Present |
| The Cypher Group | Washington | PA | 03/2017 | 01/2018 |
| Turtle Creek Evening Rotary Satellite Club | Harrison City | PA | 07/2018 | Present |
| Ohio State Alumni Association | Columbus | OH | 10/2018 | Present |
| Wilmerding Mckeesport Ymca | Pittsburgh | PA | 09/2016 | 10/2018 |
| The Monroeville Foundation | Monroeville | PA | 05/2019 | Present |
| Rotary International District 7300 | Pittsburgh | PA | 07/2019 | Present |
| Lpl Financial, Llc | Murrysville | PA | 07/2021 | Present |
1. 08/13/2021/Universal Life Church/Outside/W-2 Employment/Investment Related/2 HRS/MO/Murrysville, PA 2. 10/2018/Ohio State Alumni Association/Other/Investment Related/3 HRS/MO/Columbus, OH 3. 07/2019/Rotary International District 7300/Other/Investment Related/20 HRS/MO/Pittsburgh, PA 4. 07/27/2022 - Monroeville Area Chamber of Commerce - Not Investment Related - 2790 Mosside Blvd Monroeville PA 15146 - Outside/W-2 Employment - Start Date - 07/27/2022 - 5 Hours Per Month/0 Hours During Securities Trading. 5. 04/24/2024 - Sound Advice Entertainment - Outside/W-2 Employment - Not Investment Related - Monroeville, PA - Start Date 04/24/2024 - 10 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-21 |
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