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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-06 |
Branch Locations
1525 Oregon Pike Suite 1902, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Lancaster | PA | 07/2012 | 05/2021 |
| Heritage Insurance Associates Dba/Lancaster Benefits Group Llc | Lancaster | PA | 04/2013 | Present |
| The Investment Center, Inc. | Bedminster | NJ | 05/2021 | 03/2025 |
| Ic Advisory Services, Inc. | Bedminster | NJ | 05/2021 | 03/2025 |
| Lpl Financial Llc | Lancaster | PA | 03/2025 | Present |
1- 03/06/2025 - LANCASTER FINANCIAL GROUP, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/03/2000 - 64 hours per month/ during trading 2- 03/06/2025 - Heritage Insurance Assoc., Inc. T/A as Lancaster Benefits Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/03/2000 - 60 hours per month/ during trading 3- 03/06/2025 - Lancaster Senior Insurance Group - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 01/04/2010 - 10 hours per month/ during trading 4- 03/06/2025 - Highland Presbyterian Church - Non-Profit Board Member - Elder - Not Investment Related - Lancaster, PA - Start Date 01/26/2025 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-02 |
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