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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Tristate Financial Advisors | Philadelphia | PA | 06/2021 | 05/2022 |
| Unemployed | Philadelphia | PA | 06/2024 | 02/2025 |
| Temple University | Philadelphia | PA | 07/2020 | 05/2021 |
| Temple University | Philadelphia | PA | 07/2017 | 06/2020 |
| Northwestern Lehigh School District | New Tripoli | PA | 08/2005 | 06/2017 |
| Diversified Llc | Newark | DE | 06/2022 | 05/2024 |
| Lpl Financial Llc | Trooper | PA | 03/2025 | Present |
1) 04/24/2025 - Menninger & Associates Financial Planning - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:04/23/2025.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 2022-04-09 |
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