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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-03-22 |
Branch Locations
33322 E Chesapeake St Unit 47, Lewes, DE 19958 • United States
Lewes, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc | Millsboro | DE | 09/2006 | 03/2024 |
| Pnc Investments | Pittsburgh | PA | 01/2009 | 03/2024 |
| Lpl Financial Llc | Lews | DE | 03/2024 | Present |
1) 03/05/2024 - Sussex Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 120 Hours per month. 2) 03/04/2025- Momentum Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 02/28/2025 3) 12/26/2025 - Momentum Insurance Services - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 12/05/2025 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-28 |
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