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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-03 |
| TX | RA | APPROVED | 2023-10-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
220 St. Charles Way Ste: 100, York, PA 17402 • United States
220 St. Charles Way, Ste 100, York, PA 17402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | York | PA | 06/2016 | 10/2023 |
| Lpl Financial Llc | York | PA | 10/2023 | Present |
1) 06/13/2023 - Sides Wealth Advisory Group - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-21 |
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