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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-22 |
| PA | RA | APPROVED | 2015-04-17 |
Branch Locations
1600 Medical Drive, Pottstown, PA 19464 • United States
420 South 5Th Avenue, West Reading, PA 19611 • United States
1500 Ethan Drive, Wyomissing, PA 19610 • United States
6591 Perkiomen Ave, Birdsboro, PA 19508 • United States
100 Diamond Way, Royersford, PA 19468 • United States
173 Holly Road, Gilbertsville, PA 19525 • United States
4453 5Th Street Highway, Temple, PA 19560 • United States
1030 Cedar Top Road, Reading, PA 19607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wyomissing | PA | 04/2015 | Present |
| Diamond Credit Union | Wyomissing | PA | 04/2015 | Present |
| Pfg Advisors, Llc | Wyomissing | PA | 06/2015 | 09/2017 |
1. 4/17/2015 - Diamond Financial Planning - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
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