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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Pittsburgh | PA | 10/2009 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Pittsburgh | PA | 12/2009 | 07/2021 |
| Sullivan & Danna Llc | Pittsburgh | PA | 12/2017 | 07/2021 |
| Beratung Partners Inc | Pittsburgh | PA | 01/2020 | 07/2021 |
| Lpl Financial Llc | Canonsburg | PA | 07/2021 | Present |
1) 01/2020 - DBA for LPL Business (entity for LPL business) - Beratung Partners Inc - Not Investment Related - Pittsburgh, PA 15237 2) 01/2020 - Business Entity for Tax/Investment Purposes Only - Beratung Adsvisors - Not Investment Related - Pittsburgh, PA 15237 3) 04/22/2022 - Sullivan & Danna, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 01/01/2018 - 5 Hours Per Month/5 Hours During Securities Trading. 4) 06/14/2024 - Veteran's Leadership Program - Non-Profit Board Member - 2934 Smallman Street, Pittsburgh, PA 15201 - Not Investment Related - Start Date 03/21/2024 - 2 Hours per Month/ 0 Hours During Trading 5) 09/09/2024 - Summit Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 09/02/2024 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
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