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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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2022 | 06/2023 |
| J.CRew | Washington | DC | 10/2021 | 01/2022 |
| J.CRew | Washington | DC | 06/2021 | 10/2021 |
| Target | Washington | DC | 07/2020 | 11/2021 |
| Reddz Trading | Washington | DC | 10/2019 | 03/2020 |
| Radius Networks | Washington | DC | 07/2019 | 09/2019 |
| Go Mobile Inc | Souderton | PA | 03/2015 | 09/2018 |
| Unemployed | Washington | DC | 03/2020 | 07/2020 |
| Threads Llc | Washington | DC | 05/2019 | 05/2019 |
| American University | Washington | DC | 08/2018 | 05/2022 |
| Bank Of America, N.A. | Washington | DC | 06/2022 | 06/2023 |
| Next Financial Group, Inc. | Houston | TX | 06/2023 | 07/2025 |
| Lpl Financial Llc | Harleysville | PA | 07/2025 | Present |
1 - 07/2025 - Porter and Guide Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 120 Hours During Trading - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-27 |
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