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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| PA | RA | APPROVED | 2017-11-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Edinboro | PA | 09/2012 | 10/2017 |
| Lpl Financial Llc | Clarion | PA | 11/2017 | Present |
1) 11/10/2020 - Properties on Main, LLC - Investment Related - Clarion, PA 16214 - Real Estate Rental - Started 08/01/2020 - 4 Hours Per Month/0 Hours During Securities Trading - Established an LLC that purchased property including commercial and residential rental units. 2) 1/5/2021 - First Team Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 1/22/2021- 160 Hours Per Month/6 Hours During Securities Trading. 3) 04/05/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date - 04/04/2022 - 10 Hours Per Month/ 5 Hours During Securities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-09 |
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