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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2008-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (Formerly: Linsco/Private Ledger Corp.) | Wexford | PA | 10/1998 | Present |
1. 10/17/2012: DBA ONLY / BERTEOTTI INSURANCE & FINANCIAL SERVICES / SHIPPENVILLE, PA 2. 02/26/2024 - Hewlett Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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