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1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-01 |
Branch Locations
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-05-07 |
Branch Locations
1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Lancaster | PA | 05/2012 | Present |
| Ifs Group, Llc | Mechanicsburg | PA | 03/2024 | Present |
| Ifs Group | Mechanicsburg | PA | 02/2024 | Present |
1. 04/24/2012 - IFS GROUP/ DBA ONLY/ LANCASTER, PA 2. 10/15/2018 - Crump Life Insurance Services - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date:09/26/2018 - 2 Hours Per Month/2 Hours During Trading. 3. 07/16/2024 - IFS Group - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 140 Hours Per Month/ 5 Hours During Trading - I provide investment advisory services through IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 07/16/2024 - IFS Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 02/29/2024 - 140 Hours Per Month/ 20 Hours During Trading - I provide investment advisory services through IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 01/09/2025 - Circle Arc G Investments LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:01/01/2025 - 100 Hrs/Mth - 100 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-11 |
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