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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Ephrata | PA | 10/2008 | 01/2017 |
| H.D. Vest Advisory Services | Lititz | PA | 03/2011 | 01/2017 |
| Lincoln Financial Advisors Corporation | Ephrata | PA | 01/2017 | 06/2024 |
| Lpl Financial | Ephrata | PA | 06/2024 | Present |
1) 05/2024 - Aevidum Financial Services / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 80 Hrs per month - 60 % Time Spent
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-07 |
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