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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-11-30 |
Branch Locations
2547 Washington Road, Ste 711, Pittsburgh, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 10/2015 | 07/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 10/2015 | 03/2019 |
| Ilg Private Wealth, Inc. | Washington | PA | 03/2019 | 09/2020 |
| Sagepoint Financial Inc | Pittsburgh | PA | 08/2020 | 11/2020 |
| Lpl Financial Llc | Pittsburgh | PA | 11/2020 | Present |
1) 11/30/2020 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/15/2015 - 3 Hours Per Month/ 1 Hour During Trading - Time Spent 10% 2) 11/30/2020 - Tall Trees Capital - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 12/2020- 120 hr/mth 3) 03/25/2024 - V&G Capital LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 08/24/2023 - 35 Hours Per Month/ 5 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-30 |
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