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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 01/2023 | 10/2025 |
| Unemployed | Chalfont | PA | 04/2022 | 12/2022 |
| Cobham Advanced Electronic Solutions (Caes) | Lansdale | PA | 05/2018 | 03/2022 |
| The Manor House At Commonwealth National Golf Club | Horsham | PA | 05/2014 | 05/2018 |
| The Pennsylvania State University | State College | PA | 08/2013 | 12/2017 |
| Unemployed | Chalfont | PA | 10/2025 | 02/2026 |
| Lpl Financial | Doylestown | PA | 02/2026 | Present |
1. 02/2026 - SJK Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 8 Hrs During Trading - OBA start date: 2/27/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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