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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-06 |
Branch Locations
1525 Oregon Pike Suite 1902, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lancaster Financial Group, Llc | Lancaster | PA | 02/2014 | Present |
| Cadaret, Grant & Co., Inc. | Lancaster | PA | 02/2014 | 05/2021 |
| The Investment Center, Inc. | Lancaster | PA | 05/2021 | 03/2025 |
| Ic Advisory Services, Inc. | Lancaster | PA | 05/2021 | 03/2025 |
| Lpl Financial Llc | Lancaster | PA | 03/2025 | Present |
1.12/13/2024; Lancaster Financial Group; Non-Variable Insurance; Investment Related; at Reported Business Location(s); Start Date 03/10/2016; 5hrs/mth; 5hrs during trading 2.12/13/2024; Naval Academy Blue and Gold; Non-profit volunteer (not on board); Not Investment Related; Lancaster,PA; Start Date 06/01/2016; 1hrs/mth; 1hrs during trading 3.12/13/2024; Building Bridges Foundation at Anderson Farm; Non-Profit Board Member; Not Investment Related; Conestoga,PA; Start Date 12/01/2018; 2hrs/mth; 2hrs during trading 4.12/13/2024; Office of U.S. Rep Lloyd Smucker; Non-profit volunteer (not on board); Not Investment Related; Lancaster,PA; Start Date 08/11/2017; 1hrs/mth; 1hrs during trading 5.12/27/2024; Red Rose Veterans Honor Guard; Non-Profit Board Member; Not Investment Related; Lancaster,PA; Start Date 01/01/2023; 3hrs/mth; 3hrs during trading 6.01/08/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Lancaster Financial Group, LLC; Investment Related; at Reported Business Location(s); Start Date 03/01/2014; 120hrs/mth; 120hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-24 |
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