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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial, Inc. | Harleysville | PA | 03/2022 | 07/2025 |
| Ethos Group | Allentown | PA | 05/2021 | 08/2021 |
| Target | Allentown | PA | 05/2020 | 04/2021 |
| Sneakerking | Center Valley | PA | 09/2017 | 09/2018 |
| East Penn School District | Emmaus | PA | 09/2010 | 06/2017 |
| Temple University | Philadelphia | PA | 08/2017 | 01/2022 |
| Lpl Financial Llc | Harleysville | PA | 07/2025 | Present |
1) 07/10/2025-Porter and Guide Wealth Management-Registered Rep-DBA for LPL Business (entity for LPL business)-Inv related-At reported business locations(s)-Start date 03/15/2022-160hrs/mth-120hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-26 |
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