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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED | 2026-07-13 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
#1 E. Uwchlan Avenue Suite 401, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth, Inc. | Philadelphia | PA | 04/1997 | 07/2026 |
| Key Financial, Inc. | West Chester | PA | 09/1991 | 07/2026 |
| Lpl Financial Llc | Exton | PA | 07/2026 | Present |
1. 07/2026 - Zantix Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hrs/Mth - 160 Hrs During Trading - At Reported Business Location(s) - OBA Start Date: 07/13/2026 2. 07/2026 - Thomas J. Belisari - Non-Variable Insurance - Investment Related - 02 Hrs/Mth - 00 Hrs During Trading - Exton, PA 19341 - OBA Start Date: 11/30/1997
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-06 |
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