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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Shippenville | PA | 10/2014 | Present |
1. 10/9/2014 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - BERTEOTTI INSURANCE & FINANCIAL SERVICES - TIME SPENT 100% - SHIPPENVILLE, PA. 2. 3/22/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Start Date: 1/1/2017 - 1 Hour Per Month/1 Hour During Securities Trading - Act as a notary for in-house client documents. 3. 02/22/2024 - Hewlett Financial Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/01/2024 - 160 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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