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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-20 |
Branch Locations
2000 Beaver Avenue, Suite 3, Monaca, PA 15061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Financial Securities Corporation | Monaca | PA | 03/2013 | 02/2024 |
| Lpl Financial Llc | Monaca | PA | 02/2024 | Present |
1) 01/30/2024 - Charles Pinchotti - Non-Variable Insurance - Selling: Auto, Home, commercial, and life, Fixed Annuities - Beaver Valley Independent Insurance Group, LLC - PA 15061 - Investment related - 60 Hours per month - Start date: 1/17/2024. 2) 01/30/2024 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 10/14/2024 - YOUR TOTAL SOLUTION WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/10/2024 - 20 Hours Per Month/ 4 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 1981-12-23 |
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