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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-05-29 |
| TX | RA | APPROVED | 2020-05-29 |
Branch Locations
1000 Noble Energy Dr Ste 280, Cannonsburg, PA 15317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W&R Insurance Agencies | Washington | PA | 12/2012 | 05/2020 |
| Sbswin Llc | Washington | PA | 01/2018 | 05/2020 |
| Appalachia Energy Partners Inc | Washington | PA | 09/2018 | 05/2020 |
| Waddell & Reed, Inc | Canonsburg | PA | 12/2012 | 05/2020 |
| Lpl Financial Llc | Canonsburg | PA | 05/2020 | Present |
1)05/29/2020 - SBSwin LLC - Business Entity For Tax/Investment Purposes Only - inv rel - at reported business location(s) - start: 02/2018. 2) 04/20/2023 - Succession, Wealth & Insurance Network - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 04/03/2023 - 172 Hours Per Month/8 Hours During Securities Trading. 3) 04/20/2023 - SWInsurance - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date 04/03/2023 - 40 Hours Per Month/2 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-10 |
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