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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Malvern | PA | 01/2023 | 05/2025 |
| Self Employed | West Chester | PA | 06/2017 | 12/2022 |
| Durham Family | Berwyn | PA | 01/2013 | 06/2017 |
| Lpl Financial Llc | Malvern | PA | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
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