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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-26 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-09 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Allentown | PA | 08/2022 | 02/2025 |
| Brinker Capital Inc. | Berwyn | PA | 10/2019 | 10/2021 |
| Amazon | Pittsburgh | PA | 05/2018 | 05/2019 |
| Pricewaterhousecoopers | Pittsburgh | PA | 01/2017 | 04/2017 |
| B. Braun Medical Inc. | Allentown | PA | 05/2017 | 08/2017 |
| Self-Employed | Whitehall | PA | 11/2021 | 08/2022 |
| University Of Pittsburgh & St. Joseph's University | Pittsburgh | PA | 08/2015 | 05/2022 |
| Self-Employed | Northampton | PA | 02/2025 | 07/2025 |
| Lpl Financial | Scranton | PA | 07/2025 | 11/2025 |
| Lpl Financial, Llc | Fort Mill | SC | 11/2025 | Present |
1.12/23/2025-The Good Life Companies-DBA for LPL Business (entity for LPL business)-Inv Related-160 Total Hours Per Month-160 Hours During Trading- At reported business location (s). location (s). 2.12/23/2025- Good Life Financial Advisors- DBA for LPL Business (entity for LPL business)-Inv Related-16- Total Hours Per Month-160 Hours During Trading- At reported business location (s).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-05 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-05 |
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