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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-16 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1500 Oxford Dr. Suite 215, Bethel Park, PA 15102 • United States
1500 Oxford Dr.SUite 215, Bethel Park, PA 15102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Bethel Park | PA | 04/2014 | 05/2024 |
| Lpl Financial | Bethel Park | PA | 05/2024 | Present |
1) 04/30/2024-JFG Wealth Advisors-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date,01/01/2024-4HRS/Mth 2) 04/30/2024-Jefferson Financial Group LLC-Insurance Agency-Owner of an Insurance Agency. Life Insurance-Inv Related-At Bethel Park, PA-Start date, 01/01/2015-12hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-02 |
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