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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-23 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lpl Financial Llc | Canonsburg | PA | 02/2024 | Present |
1) 06/02/2023 - Salamone Financial Network - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/02/2023 - Benchmark Lease Group LLC - Business Entity For Tax/Investment Purposes Only - Co-Owner - PA 15317 - Non investment related - Start date: 05/08/2023. 3) 06/02/2023 - Benchmark Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 10/09/2024 - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 1 Hour Per month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-05-12 |
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