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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Philadelphia | PA | 11/2021 | Present |
| American Heritage Fcu | Philadelphia | PA | 06/2023 | Present |
| American Heritage Credit Union | Philadelphia | PA | 08/2020 | 06/2023 |
| Bryn Athyn College | Bryn Athyn | PA | 09/2018 | 05/2020 |
| Bryn Athyn College | Bryn Athyn | PA | 08/2016 | 05/2020 |
| Petsmart | Philadelphia | PA | 05/2017 | 08/2017 |
1) 06/28/2023 - American Heritage CU - Notary - Investment related - Start date: 04/20/2022. 2) 06/28/2023 - American Heritage Investment & Retirement Center - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-22 |
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