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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
5275 E Trindle Rd Ste 201, Mechanicsburg, PA 17050 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Mechanicsburg | PA | 09/2007 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Mechanicsburg | PA | 11/2007 | 07/2021 |
| Leroy Jones | Mechanicsburg | PA | 01/2009 | 12/2016 |
| Jones Financial Group Llc (Dba) | Mechanicsburg | PA | 01/2017 | 07/2021 |
| Lpl Financial, Llc | Mechanicsburg | PA | 07/2021 | Present |
1) 08/19/2021 - Good Life IA / Non-Variable Insurance / Investment Related / 10HR / MO / 10 during trading hrs / 5275 East Trindle Road Mechanicsburg PA 17050 2) 11/25/2019 - A&T Holdings LLC / Other / Not Investment Related / 10HR / MO / 5027 East Trindle Road Mechanicsburg PA 17050 3) 01/01/2017 - Jones Financial Group / DBA for LPL Business (entity for LPL business) / Investment Related / 100 TIME PERCENT / 5275 East Trindle Road Ste 201 Mechanicsburg PA 17050 4) 2013 - TIMOTHY JONES / Real Estate Rental / Investment Related / 0HR / MO / 302 Debra Road Mechanicsburg PA 17050 5) 11/2007 - TIMOTHY JONES / Non-Variable Insurance / Investment Related / 0HR / MO / MECHANICSBURGPennsylvania
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-29 |
| S66 | Uniform Combined State Law Examination | 2007-10-15 |
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