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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 10/2007 | 11/2016 |
| Wachovia Bank | Plymouth Meeting | PA | 06/1976 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 03/2020 |
| Morgan Stanley Smith Barney Llc | Doylestown | PA | 03/2020 | 12/2025 |
| Lpl Financial Llc | Blue Bell | CA | 03/2026 | Present |
1.03/2026 - Notary Public - Notary -Inv Related - 2 Hour(s)/Month - 0 Hour(s) During Trading -Warminster PA 18974 - OBA Start Date: 09/01/2023 2. 03/2026 - Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 3/18/2026 3. 03/2026 - Calvary Baptist Church- Non-profit volunteer (not on board) - Not Inv Related - 6 Hour(s)/Month - 0 Hour(s) During Trading - Elkins Park PA 19027 - OBA Start Date: 02/01/2000
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-26 |
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