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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-11-14 |
| PA | RA | APPROVED | 2023-11-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Wilmington | DE | 05/2023 | Present |
| Compass Ion Advisors | Conshohocken | PA | 08/2022 | 01/2023 |
| Willowdale Chapel | Kennett Square | PA | 08/2009 | 07/2022 |
| Unemployed | Chadds Ford | PA | 02/2023 | 04/2023 |
1) 11/2023 - Covenant Wealth Strategies, LLC. - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) - 160hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-05-25 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-20 |
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