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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Reading | PA | 12/2012 | 06/2024 |
| Raymond James Financial Services Advisors Inc. | Reading | PA | 12/2012 | 06/2024 |
| Fulton Financial Advisors | West Lawn | PA | 12/2012 | 10/2019 |
| Fulton Financial Corporation | West Lawn | PA | 12/2012 | 06/2024 |
| Specific Solutions | Reading | PA | 02/2016 | 06/2024 |
| Fulton Bank | Reading | PA | 12/2012 | 06/2024 |
| Fulton Financial Advisors | Reading | PA | 10/2019 | 06/2024 |
| Lpl Financial Llc | Denver | PA | 06/2024 | Present |
1) 05/2024 - Black Diamond Financial Group / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) 160 Hrs per month - 100% Time Spent 2) 07/31/2024 - Specific Solutions Inc - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) -Start Date 07/22/2024 - 1 Hour Per Month/ 0 Hours During Trading 3) 10/01/2024 - GJM Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 09/16/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-26 |
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