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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-10 |
Branch Locations
1111 N Main St Ste C, Blacksburg, VA 24060 • United States
1988 W. Third St, Williamsport, PA 17701 • 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 |
|---|---|---|---|---|
| Walmart Inc. | Brownsville | PA | 02/2021 | 03/2023 |
| Chris's Lawn Service | Pittsburgh | PA | 05/2012 | 08/2022 |
| American Pool | Oakmont | PA | 05/2020 | 08/2021 |
| Prudential Financial | Irwin | PA | 04/2022 | 03/2023 |
| Skyzone | Pittsburgh | PA | 01/2017 | 06/2019 |
| Sagepoint Financial | Oakmont | PA | 05/2023 | 08/2023 |
| Lpl Financial Llc | Reading | PA | 08/2023 | Present |
1) 08/2023 - YTS Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month 2) 08/2023 - Yeckley, Tantlinger, & Subich Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 160 Hrs per month 3) 08/2023 - Insurance Agent / Non-Variable Insurance / Investment Related / Pittsburgh, PA / Start date 9/2/2022 4) 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 - 200 Hours Per Month/ 30 Hours During Trading 5) 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
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