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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-06-29 |
Branch Locations
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
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 |
|---|---|---|---|---|
| Lincoln Investment Planning, Inc. | Jenkintown | PA | 09/1988 | 06/2018 |
| Lpl Financial Llc | Horsham | PA | 06/2018 | Present |
1)06/28/2018 - Independent Advisor Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 10/2015 - 160 hr/mth 2) 06/28/2018 - Independent Advisor Group - Non-Variable Insurance - inv rel - at reported business location(s) - start: 09/1988 - 2 hr/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-07-02 |
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