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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-11 |
Branch Locations
133 Freeport Rd, Aspinwall, PA 15215 • United States
4000 Triangle Lane #200, Export, PA 15632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Trust Portfolios L.P. | Wheaton | IL | 03/2010 | 04/2022 |
| Rbc Capital Markets, Llc | Pittsburgh | PA | 04/2022 | 01/2024 |
| Lpl Financial | Export | PA | 01/2024 | Present |
1- 01/2024 / YTS Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 2- 10/14/2024 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 160 Hours Per Month/ 40 Hours During Trading 3- 04/10/2026 - YTS Wealth Holdings, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-06 |
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