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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 | 2019-06-28 |
| TX | RA | APPROVED_RES | 2019-06-28 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Harrisburg | PA | 08/2011 | 06/2019 |
| Raymond James Financial Services Advisors Inc. | Harrisburg | PA | 08/2011 | 06/2019 |
| Fulton Financial Advisors | Mechanicsburg | PA | 08/2011 | 06/2019 |
| Fulton Bank | Mechanicsburg | PA | 09/2011 | 06/2019 |
| Specific Solutions | Mechanicsburg | PA | 02/2016 | 06/2019 |
| Trinity High School | Camp Hill | PA | 02/2012 | Present |
| Lpl Financial Llc | Mechanicsburg | PA | 06/2019 | Present |
| Ifs Group, Llc | Mechanicsburg | PA | 03/2024 | Present |
| Ifs Group | Mechanicsburg | PA | 02/2024 | Present |
1) 6/24/19- IFS Group- DBA for LPL Business (entity for LPL business)- Inv. Related- Mechanicsburg, PA- start date 1/31/2013- 2hrs/mth- 2% 2) 6/24/19- Wrestling Coach- TRINITY HIGH SCHOOL - Outside/W-2 Employment- Non-Inv. Related- Camp Hill, PA- start dat 10/2018- 25hrs/mth- 15% 3) 07/16/2024 - IFS Group LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 40 Hours Per Month/ 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 40 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-20 |
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