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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-27 |
Branch Locations
1000 Gamma Drive, Suite 106, Pittsburgh, PA 15238 • United States
6425 Living Pl Ste 200, Pittsburgh, PA 15206 • United States
2009 Mackenzie Way Ste 100, Cranberry Township, PA 16066 • United States
2400 Ansys Dr Ste 102, Canonsburg, PA 15317 • United States
6425 Living Pl Ste 200, Pittsburgh, PA 15206 • United States
651 Holiday Dr Foster Plaza 5 Ste 400, Pittsburgh, PA 15220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avs Foundation | Jeannette | PA | 08/2012 | Present |
| The Investment Center Inc | Pittsburgh | PA | 01/2014 | 06/2020 |
| Ic Advisory Services Inc | Pittsburgh | PA | 01/2014 | 06/2020 |
| Lpl Financial Llc | Jeannette | PA | 07/2020 | Present |
1) 08/2012 - OUTSIDE/W-2 EMPLOYMENT - THE EAMON FOUNDATION - 1% - NOT INVESTMENT RELATED - PITTSBURGH, PA 15238 2) 03/2017 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - HARMONY DIVORCE SOLUTIONS, LLC - INVESTMENT RELATED - PITTSBURGH, PA 15238 3) 11/2/2020 - Quest Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/27/2020 - 170 Hours Per Month/170 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-16 |
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