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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-18 |
Branch Locations
100 Springhouse Dr Suite 107, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Collegeville | PA | 04/2010 | 11/2016 |
| Lpl Financial | Collegeville | PA | 05/2026 | Present |
| Wells Fargo Clearing Services, Llc | Collegeville | PA | 11/2016 | 05/2019 |
| Triad Advisors | Norcross | GA | 05/2019 | 05/2020 |
| Triad Hybrid Solutions | Norcross | GA | 05/2019 | 05/2020 |
| Alden Capital Management | Jenkintown | PA | 05/2020 | 05/2026 |
| J Alden Associates, Inc. | Jenkintown | PA | 05/2020 | 05/2026 |
1. 05/2026 - Clara Spring Private Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/18/2026 2. 05/2026 - Clara Private Wealth LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/18/2026 3. 05/2026 - Elliott James LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Gilbertsville PA 19525 – OBA Start Date: 03/17/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-24 |
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