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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| River Wealth Advisors | Allentown | PA | 11/2021 | 11/2022 |
| Bny Mellon | Wilmington | DE | 05/2013 | 11/2021 |
| River Wealth Advisors | Camp Hill | PA | 11/2022 | 04/2024 |
| Dgn Sport Cards | Orwigsburg | PA | 06/2024 | Present |
| Lpl Financial | Cressona | PA | 12/2024 | Present |
1.12/11/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Tobash Financial Solutions, LLC; Investment Related; at Reported Business Location(s); Start Date 11/29/2024; 160hrs/mth; 8hrs during trading 2.12/11/2024; DGN Sports Cards; Outside/W-2 Employment; Not Investment Related; Orwigsburg,PA; Start Date 06/01/2024; 160hrs/mth; hrs during trading 3.08/11/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Sixth Man Capital; Investment Related; at Reported Business Location(s); Start Date 08/07/2026; 160hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-01 |
| S65 | Uniform Investment Adviser Law Examination | 2022-02-28 |
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