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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trustmont Financial Group, Inc | Greensburg | PA | 03/2012 | 08/2024 |
| Trustmont Advisory Group, Inc | Greensburg | PA | 03/2012 | 08/2024 |
| Lpl Financial Llc | Export | PA | 08/2024 | Present |
1) 07/03/2024 - YTS Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month. 2) 07/03/2024 - Yeckley, Tantlinger, &Subich Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 130 Hours per month. 3) 07/03/2024 - BAI TAX GROUP - Tax Prep/Accounting/CPA - Owner - PA 15632 - Investment related - 5 Hours per month - Start date: 01/01/2022. 4) 07/03/2024 - The Good Life Companies - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s). 5) 07/03/2024 - BATCHELER ASSOCIATES, INC. - Non-Variable Insurance - Selling: Accident/Health, Disability, Fixed Annuities and Traditional Life & P&C - PA 15632 - Investment related - 3 Hours per month - Start date: 01/01/1986.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-02-07 |
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