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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
| TX | RA | APPROVED_RES | 2024-06-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Hd Vest Investment Services | Ephrata | PA | 08/2016 | 03/2017 |
| Aevidum Financial Services | Ephrata | PA | 08/2016 | 03/2017 |
| Gwc Warranty | Wilkes-Barre | PA | 01/2014 | 12/2016 |
| Lincoln Financial Advisors Corporation | Ephrata | PA | 03/2017 | 06/2024 |
| Lpl Financial Llc | Ephrata | PA | 06/2024 | Present |
1) 06/05/2024 - Aevidum Financial Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 180 Hours per month. 2) 11/15/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 09/20/2024 - 3 Hours Per Month/ 2 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-08 |
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