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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 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
645 Rodi Rd Ste 300, Pittsburgh, PA 15235-4569 • United States
2008 Kinvara Dr, Pittsburgh, PA 15237 • United States
135 Technology Dr Ste 318, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Murrysville | PA | 10/2014 | 10/2019 |
| Waddell & Reed, Inc. | Pittsburgh | PA | 10/2019 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 10/2019 | 07/2021 |
| Dulo Enterprises Llc | Pittsburgh | PA | 10/2019 | 07/2021 |
| East Suburban Networkers | Pittsburgh | PA | 07/2020 | 07/2021 |
| Lpl Financial Llc | Canonsburg | PA | 07/2021 | Present |
1) 10/2019 - DBA for LPL Business (entity for LPL business) - Beratung Advisors - Investment Related - Pittsburgh, PA 15235 2) 10/2019 - Business Entity For Tax/Investment Purposes Only - DULO ENTERPRISES LLC - Not Investment Related - 10 hr/mon - Pittsburgh, PA 15237
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-08 |
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