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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-25
TX RA APPROVED_RES 2023-11-03
PA RA APPROVED 2023-05-17
  • VA RA
    APPROVED
    Since 2023-11-25
  • TX RA
    APPROVED_RES
    Since 2023-11-03
  • PA RA
    APPROVED
    Since 2023-05-17

Branch Locations

8260 Greensboro Dr Ste 250, Tysons, VA 22102 • United States

1451 Rockville Pike, Rockville, MD 20852 • United States

5100 Buckeystown Pike Ste 250, Frederick, MD 21704 • United States

1545 Crossways Blvd Ste 250, Chesapeake, VA 23320 • United States

100 West Rd Ste 300, Towson, MD 21204 • United States

143 Dahlgren Rd, King George, VA 22485 • United States

11815 Fountain Way Ste 300, Newport News, VA 23606 • United States

4870 Sadler Rd Ste 300, Glen Allen, VA 23060 • United States

1320 Central Park Blvd Ste 200, Fredericksburg, VA 22401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pioneer Investment Management, Inc. Boston MA 06/2015 11/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pittsburgh PA 11/2016 03/2018
Bank Of America, N.A. Pittsburgh PA 03/2017 03/2018
Monti, Thompson & Getty Wexford PA 03/2018 07/2018
The Leaders Group Inc Littleton CO 04/2018 04/2023
Union Bridge Capital Pittsburgh PA 07/2018 04/2023
Cantilever Wealth Management Llc Pittsburgh PA 07/2018 04/2023
Lpl Financial Llc Export PA 05/2023 Present
  • 06/2015 → 11/2016
    Pioneer Investment Management, Inc.
    Boston, MA
  • 11/2016 → 03/2018
    Pittsburgh, PA
  • 03/2017 → 03/2018
    Bank Of America, N.A.
    Pittsburgh, PA
  • 03/2018 → 07/2018
    Monti, Thompson & Getty
    Wexford, PA
  • 04/2018 → 04/2023
    The Leaders Group Inc
    Littleton, CO
  • 07/2018 → 04/2023
    Union Bridge Capital
    Pittsburgh, PA
  • 07/2018 → 04/2023
    Cantilever Wealth Management Llc
    Pittsburgh, PA
  • 05/2023 → Present
    Export, PA
Previous Registrations
Other Businesses

1) 05/2023 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 - 160 Hr/Mth 2) 05/2023 - Yeckley, Tantlinger, &Subich Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/2023 - 160 Hr/Mth 3) 05/2023 - P&C Insurance Trails Only - Inv Rel - At Reported Business Location(s) - Start Date 05/05/2023 - 0 hours per month/ during trading 4) 10/18/2024 - Your Total Solution Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2024 - 800 Hours Per Month/ 40 Hours During Trading 5) 04/09/2026 - YTS Wealth Holdings, Inc - Business Owner - Investment Related - Dover, DE - Start Date 03/01/2026 - 1 hour per month/ 0 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-11
S63 Uniform Securities Agent State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2015-12-11
  • S63 Uniform Securities Agent State Law Examination
    2015-07-20

View on SEC IAPD

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