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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-03 |
Branch Locations
1606 Carmody Ct Ste 203 Blaymore I, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wexford | PA | 08/2015 | 01/2022 |
| Raymond James Financial Services Advisors Inc. | Wexford | PA | 08/2015 | 01/2022 |
| Individual Financial Services Inc. | Wexford | PA | 08/2015 | 04/2020 |
| Mancuso Enterprises, L.P. | Wexford | PA | 08/2015 | Present |
| Martin J. Mancuso Revocable Trust Dtd | Cranberry Township | PA | 09/2012 | Present |
| Susan K. Mancuso Family Trust Dtd 11/26/2012 | Cranberry Township | PA | 11/2012 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 01/2022 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 05/2023 |
| Lpl Financial Llc | Wexford | PA | 05/2023 | Present |
| Ifs Wealth Management, Llc | Wexford | PA | 01/2024 | Present |
1) 05/02/2023 - Individual Financial Services, Inc. - Non-Variable Insurance- Inv. related - Wexford, PA - Start date: 01/01/1984- 5hrs/mth 2) 05/02/2023 - Mancuso Enterprises LP - Business Entity For Tax/Investment Purposes Only - Non inv. related - Cranberry Twp - Start date 11/22/1999-0hrs 3) 04/14/2026 - IFS Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 50 hours per month/ 4 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-08 |
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