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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-31 |
Branch Locations
2605 Nicholson Rd Ste 2301, Sewickley, PA 15143 • United States
2611 Nicholson Rd, Building I, Sewickley, PA 15143 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bl Companies | Sewickley | PA | 10/2019 | 04/2022 |
| Aecom | Williamsport | PA | 07/2015 | 10/2019 |
| Compass Wealth Management | Sewickley | PA | 02/2022 | Present |
| Cetera Advisor Networks | El Segundo | CA | 02/2022 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | 10/2024 |
| Lpl Financial Llc | Sewickley | PA | 10/2024 | Present |
1- 10/2024 / Compass Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-30 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-21 |
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