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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-16 |
| PA | RA | APPROVED | 2024-08-15 |
Branch Locations
150 S Warner Rd Ste 220, King Of Prussia, PA 19406 • United States
1055 Westlakes Dr, 3Rd Floor, Berwyn, PA 19312 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors Corporation | Berwyn | PA | 04/1982 | 08/2024 |
| Lpl Financial Llc | Berwyn | PA | 08/2024 | Present |
1) 07/23/2024 - PFG Advisors - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 07/23/2024 - Academy Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 3) 07/23/2024 - Real Estate Rental - SC 29572 - Investment related - 1 Hour per month - Start date: 01/01/1985. 4) 07/23/2024 - Mastering Your Financial Success - Author - Mastering Your Financial Success - Covers all aspects of financial industry - PA 19355 - Investment related - 1 Hour per month - Start date: 09/15/2019.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-04 |
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