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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-02 |
Branch Locations
100 Northpointe Circle Suite 301, Seven Fields, PA 16046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Pittsburgh | PA | 03/1979 | 06/2018 |
| Various Insurance Carriers | Coraopolis | PA | 07/1978 | Present |
| Lpl Financial, Llc | Seven Fields | PA | 06/2018 | Present |
1)07/02/2018 - Non-Variable Insurance - GOOD LIFE INSURANCE ASSOCIATES - 15% - WYOMISSING, PA 19610 2)07/02/2018 - DBA for LPL Business (entity for LPL business) - Seven Fields Wealth Management - 100% - SEVEN FIELDS, PA 16046. 3) 9/27/2019 - Success Financial/American Senior Benefits - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 09/09/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 4) 12/10/2020 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 11/13/2020 - 1 Hour Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
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