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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-14 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Advisors | Berwyn | PA | 09/2014 | 08/2024 |
| Lpl Financial Llc | Berwyn | PA | 08/2024 | Present |
1.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Academy Financial; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.08/14/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PFG Advisors; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.08/21/2026; Pilot Financial; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 08/05/2026; 20hrs/mth; 20hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-06 |
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