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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-03 |
| TX | RA | APPROVED | 2024-12-03 |
Branch Locations
2000 Beaver Avenue, Suite 3, Monaca, PA 15061 • United States
4000 Triangle Lane #200, Export, PA 15632 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Charlotte | NC | 06/2022 | 06/2023 |
| Toys R Us | Monroeville | PA | 10/2016 | 01/2017 |
| Skyzone Trampoline Park | Monroeville | PA | 12/2016 | 04/2018 |
| Pizza Palermo | Turtle Creek | PA | 10/2017 | 04/2018 |
| The Home Depot | Wilkins | PA | 05/2020 | 08/2020 |
| Gamma Sports | Pittsburgh | PA | 06/2016 | 05/2022 |
| Gateway Senior High School | Monroeville | PA | 08/2014 | 05/2018 |
| Pennsylvania State University | State College | PA | 05/2018 | 05/2022 |
| Self-Employed | Monroeville | PA | 06/2021 | 08/2021 |
| Self-Employed | Monroeville | PA | 06/2021 | 08/2021 |
| The Home Depot | Charlotte | NC | 02/2023 | 04/2023 |
| Zucker Investment Group | Charlotte | NC | 07/2023 | 07/2024 |
| Lpl Financial | Export | PA | 07/2024 | Present |
| Yts Wealth Management | Export | PA | 07/2024 | Present |
1- 07/03/2024/ Yeckley, Tantlinger, &Subich Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 07/03/2024 / The Good Life Companies / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 3- 07/03/2024 / Equity Accounting LLC / Tax Prep/Accounting/CPA / Investment Related / Start date: 07/22/2024 4- 07/03/2024 / YTS Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 5- 10/18/2024 - Your Total Solution Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2024 - 500 Hours Per Month/ 7 Hours During Trading 6- 04/09/2026 - YTS Wealth Holdings, Inc - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/11/2026 - 1 hour per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-01 |
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