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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-02-27 |
Branch Locations
139 N State Street Ste 201, Newtown, PA 18940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Fincl Svc | Holbrook | NY | 08/2001 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 02/2026 |
| Lpl Financial | Newtown | PA | 02/2026 | Present |
1. 2/2026 - INDEPENDENT ADVISOR GROUP - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported Business Location (s) - OBA Start Date: 2/24/2026 2. 2/2026 - RMC FINANCIAL GROUP LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - Newtown PA 18940 - OBA start Date: 01/15/2007
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1980-12-31 |
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