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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-25 |
| TX | RA | APPROVED_RES | 2023-11-03 |
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-20 |
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