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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-01 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
7 West State Street Ste 212, Sharon, PA 16146 • United States
7 West State Street Ste 212, Sharon, PA 16146 • United States
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 |
|---|---|---|---|---|
| Stifel Independent Advisors, Llc | Sharon | PA | 10/2014 | 06/2025 |
| Lpl Financial | Sharon | PA | 06/2025 | Present |
1. 05/30/2025- MWS Investment Management / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-04 |
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