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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | King Of Prussia | PA | 01/2023 | Present |
| American Heritage Credit Union | King Of Prussia | PA | 12/2022 | Present |
| American Heritage Credit Union | Lansdale | PA | 03/2018 | 12/2022 |
| Cvs Pharmacy | Horsham | PA | 01/2016 | 02/2018 |
1) 07/17/2024 - American Heritage Investment & Retirement Center - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-11 |
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