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1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
1205 Manor Drive Ste 200, Mechanicsburg, PA 17055 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-22 |
| PA | RA | APPROVED | 2016-09-14 |
Branch Locations
1205 Manor Drive, Ste 200, Mechanicsburg, PA 17055 • United States
6111 Jonestown Rd, Harrisburg, PA 17112 • United States
100 West Main Ave, Myerstown, PA 17067 • United States
2200 S George St, York, PA 17403 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Mechanicsburg | PA | 02/2002 | Present |
| Ifs Group, Llc | Mechanicsburg | PA | 02/2002 | Present |
| Ifs Group | Mechanicsburg | PA | 02/2024 | Present |
1. 2/26/2002 - NON-VARIABLE INSURANCE - INDEPENDENT INSURANCE AGENT. - MECHANICSBURG, PA. 2. 2/26/2002 - DBA ONLY - IFS GROUP - MECHANICSBURG, PA. 3. 8/1/2019 - IFS Insurance Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/01/2019 - 10 Hours Per Month/1 Hour During Securities Trading. 4. 10/06/2021 - 1205 Associates - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date: 10/30/2020 - 1 Hour Per Month/1 Hour During Securities Trading. 5. 07/16/2024 - IFS Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 07/01/2024 - 120 Hours Per Month/ 6 Hours During Trading - I provide investment advisory services through IFS Group, LLC, an independent investment advisor firm. I started this business activity in 7/2024. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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