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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-05 |
| PA | RA | APPROVED | 2014-10-14 |
Branch Locations
2851 S. Pike Ave, Suite C, Allentown, PA 18103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Allentown | PA | 10/2014 | Present |
1. 10/14/2014 - MID-ATLANTIC PLANNING SERVICES/ DBA ONLY/ 90%/ ALLENTOWN, PA 2. 10/14/2014 - MID-ATLANTIC PLANNING SERVICES/ SALE OF NON-VARIABLE INSURANCE/ 10%/ CENTER VALLEY, PA 3. 05/02/2024 - JER Realty, LLC - Real Estate Rental - Investment Related - Start Date 02/29/2024 - 1 Hour Per Month/ 0 Hours During Trading 4. 12/20/2024- Mid-Atlantic Pension Specialists, Inc.- Third Party Administrator (TPA)- Not INV Related- At reported business location(s)- Start date 03/07/2024- 20 Hours Per Month- 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-27 |
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