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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-12-05 |
Branch Locations
1700 Ashwood Drive, Ste 1701, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fsc Securities Corporation | Washington | PA | 03/2013 | 04/2018 |
| Csenge Advisory Group | Washington | PA | 03/2013 | 04/2018 |
| Ilg Private Wealth, Inc. | Washington | PA | 05/2018 | 09/2020 |
| Mid Atlantic Financial Management | Pittsburgh | PA | 08/2020 | 11/2021 |
| Newedge Advisors, Llc. | New Orleans | LA | 11/2021 | 11/2022 |
| Lpl Financial Llc | Canonsburg | PA | 12/2022 | Present |
1) 12/03/2022 - STEIN WEALTH ADVISORS, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 12/20/2023 - Apparent Media Group LLC - Outside/W-2 Employment - Not Investment Related - Various Locations - Start Date 05/01/2023 - 3 Hours Per Month/ 0 Hours During Trading 3) 07/23/2024 - Washington Family Wealth - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/22/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-13 |
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