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Current Employers
Ifs Group

1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-01
  • PA RA
    APPROVED
    Since 2024-07-01

Branch Locations

1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2012-05-07
  • PA RA
    APPROVED
    Since 2012-05-07

Branch Locations

Lancaster, PA • United States

1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Lancaster PA 05/2012 Present
Ifs Group, Llc Mechanicsburg PA 03/2024 Present
Ifs Group Mechanicsburg PA 02/2024 Present
  • 05/2012 → Present
    Lpl Financial
    Lancaster, PA
  • 03/2024 → Present
    Ifs Group, Llc
    Mechanicsburg, PA
  • 02/2024 → Present
    Mechanicsburg, PA
Previous Registrations
  • 2009-12-14 → 2012-05-02
    St Louis, MO
    Lancaster, PA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-11
  • S66 Uniform Combined State Law Examination
    2009-12-11

View on SEC IAPD

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