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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-05-20 |
| FL | RA | APPROVED | 2017-07-20 |
| PA | RA | APPROVED | 2014-06-26 |
Branch Locations
334 2Nd Ave, Ste 1B, Gallipolis, OH 45631 • United States
445 Washington Ave, Suite 102, Bridgeville, PA 15017 • United States
5237 Summerlin Commons Blvd Suite 112, Ft Myers, FL 33907 • United States
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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Bridgeville | PA | 06/2014 | Present |
1. 06/26/2014: MRD REALTY CAPITAL - INV REL - WILMERDING, PA 15148 - REAL ESTATE RENTAL - NO TIME SPENT - PART OWNER 2. 04/14/2015: CAPITAL MORTGAGE ENTERPRISES - INV REL - 1273 WASHINGTON PIKE, BRIDGEVILLE, PA 15017 - MORTGAGE/REAL ESTATE SERVICES - START 04/01/2015 - 4 HR/MO 1 DURING SECS TRDG HRS - MORTGAGE SERVICES 3. 07/21/2017-Independent Financial Service Group, LLC-DBA: Independent Financial Services of SWFL-investment related- At reported business location(s)-DBA for LPL Business (entity for LPL business)-start 07/18/2017-Hours per month 160/hours during trading 160 4. 07/21/2017-Independent Financial Services, LLC-investment related- At reported business location(s)-DBA for LPL Business (entity for LPL business)-start 07/18/2017-Hours per month 160/hours during trading 160 5. 1/22/2020 - Mercer & Associates, Novakovich Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 02/08/2019 - 5 Hours Per Month/2 Hours During Securities Trading 6. 01/28/2022 - IFS Insurance Agency - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 02/18/2019 - 5 Hours Per Month/ 2 Hours During Securities Trading 7. 06/07/2023 - IFS Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/01/2023 - 150 Hours Per Month/ 150 Hours During Securities Trading 8. 06/07/2023 - IFS Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 06/01/2023 - 150 Hours Per Month/ 150 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-20 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-10 |
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