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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-01 |
| TX | RA | APPROVED_RES | 2024-08-01 |
Branch Locations
220 St. Charles Way, Ste 100, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 05/2012 | 07/2024 |
| Bank Of America, N.A. | Stamford | CT | 05/2012 | 07/2024 |
| Lpl Financial Llc | York | PA | 07/2024 | Present |
1) 07/23/2024 - Sides Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-11 |
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