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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-21 |
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
645 Rodi Rd Ste 300, Pittsburgh, PA 15235-4569 • United States
135 Technology Dr Ste 318, Canonsburg, PA 15317 • United States
2008 Kinvara Dr, Pittsburgh, PA 15237 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 11/2009 | 10/2016 |
| Beratung Advisors (Dba) | Monroeville | PA | 10/2016 | 07/2021 |
| Bethesda Foundation For Children | Meadville | PA | 01/2013 | 07/2021 |
| Bethesda Lutheran Services Board Of Directors | Meadville | PA | 03/2013 | 07/2021 |
| Butler County Sheriff'S Office | Butler | PA | 03/2009 | 07/2021 |
| L3 Leadership | Pittsburgh | PA | 04/2016 | 07/2021 |
| Poly Smith Inc | Meadville | PA | 12/2009 | 07/2021 |
| Howard International Ministries | Pittsburgh | PA | 06/2007 | 07/2021 |
| North American Lutheran Church | Pittsburgh | PA | 02/2016 | 07/2021 |
| Waddell & Reed, Inc | Pittsburgh | PA | 10/2016 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Pittsburgh | PA | 10/2016 | 07/2021 |
| Fpa Of Pittsburgh | Pittsburgh | PA | 01/2019 | 07/2021 |
| Fpa Of Pittsburgh | Pittsburgh | PA | 01/2019 | 07/2021 |
| Andocia Creative | Pittsburgh | PA | 04/2021 | 07/2021 |
| Kaplan, Inc | La Crosse | WI | 05/2021 | 07/2021 |
| Beratung Partners, Inc | Pittsburgh | PA | 01/2020 | 07/2021 |
| Lpl Financial Llc | Canonsburg | PA | 07/2021 | Present |
1)10/06/2021 - Beratung Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 10/14/2016 2)10/06/2021 - KAPLAN INC - Teaching - Non-Inv Rel - New York, NY - Start: 05/2021 - 2 Hr/Mth 3 )10/06/2021 - ANDOCIA CREATIVE ADVISORY BOARD OF DIRECTORS - For-Profit Board Member - Non Inv Rel - Pittsburgh, PA - Start date: 04/2021- 2 Hr/Mth 4)10/06/2021 - POLYSMITH INC - For-Profit Board Member - Non-Inv Rel - Guys Mills, PA - Start: 01/1/2012 - 1 Hr/Mth 5)10/06/2021 - BERATUNG PARTNERS INC - Business Entity For Tax/Investment Purposes Only - Inv Rel - Pittsburgh, PA - Start: 01/20/2020 6)11/22/2022 - Outside/W-2 Employment - Not Investment Related - Various NALC Lutheran Churches in Pennsylvania - Start Date - 02/01/2016 - 4 Hours Per Month/0 Hours During Securities Trading 7) 04/29/2025 - TeachPassion Leadership - Investment Related - At reported business locations - Other - Leadership Development Company - Start Date:03/01/2025 - 10 Hrs/Mth - 5 Hrs During Trading. 8) 05/01/2025 - TeachPassion Conference - Other - Additional Income - Investment Related - At reported business locations - Start date:09/07/2024 - 2 Hrs/Mth - 2 Hrs During Trading. 9) 06/24/2025 - Duquesne University - Investment Related - Outside/W-2 Employment - Pittsburgh PA - Start Date:01/06/2026 - 8 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-04 |
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