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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-23 |
Branch Locations
2591 Wexford Bayne Rd Suite 205, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harvest Financial Corporation | Pittsburgh | PA | 07/1988 | 03/2023 |
| Lpl Financial Llc | Pittsburgh | PA | 03/2023 | Present |
1) 11/11/2022 - Harvest Financial - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 2) 11/11/2022 - Non-Variable Insurance - Agent for fixed insurance insurance products - Pittsburgh, PA 15222 - Investment related - 2 Hours per month - Start date: 2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-07-07 |
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