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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-02-01 |
| TX | RA | APPROVED_RES | 2023-02-01 |
Branch Locations
1235 Westlakes Dr Ste 260, Berwyn, PA 19312 • United States
Wayne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | West Conshohocken | PA | 01/2015 | 11/2018 |
| Boenning & Scattergood, Inc. | West Conshohocken | PA | 11/2018 | 02/2023 |
| Lpl Financial, Llc | West Conshohocken | PA | 02/2023 | Present |
1.08/21/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Taurus Wealth Management; Investment Related; at Reported Business Location(s); Start Date 07/20/2026; 200hrs/mth; 160hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-10-14 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-10 |
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