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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-01 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northeast Financial Group | Allentown | PA | 05/2022 | 08/2022 |
| Herbein & Company, Inc. | Reading | PA | 05/2022 | 08/2022 |
| Saint Francis University | Loretto | PA | 08/2019 | 05/2023 |
| Herbein & Company, Inc. | Reading | PA | 08/2023 | 10/2023 |
| Lpl Financial | Reading | PA | 05/2023 | 08/2023 |
| Lpl Financial Llc | Reading | PA | 04/2023 | Present |
| Conrad Weiser High School | Robesonia | PA | 08/2013 | 06/2019 |
| Origlio Beverage | Reading | PA | 01/2019 | 01/2023 |
1) 11/2023 - WBS Financial / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 2) 10/30/2025 - Treeview Partners - Other - LLC - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2025 - 0 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-29 |
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