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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-09-14 |
Branch Locations
5 Hearthstone Court, Ste. 103, Reading, PA 19606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Reading | PA | 07/2007 | Present |
1. 7/30/2007: DBA ONLY - CORNERSTONE FINANCIAL STRATEGIES - 5 HEARTHSTONE COURT STE B103 READING, PA 19606. 2. 3/16/2008: NON-VARIABLE INSURANCE - SK GROSS, LLC - INSURANCE SALES - TIME SPENT 5% - READING, PA. 3. 7/26/2012: NON-VARIABLE INSURANCE - INSURANCE SALES - TIME SPENT 5% - READING, PA. 4. 6/20/2013: DBA ONLY - SK GROSS, LLC - THE LIMITED LIABILITY CORPORATION HAS BEEN FORMED TO PAY EXPENSES, SIGN LEASES NEEDED WHILE OPERATING UNDER THE DBA CORNERSTONE FINANCIAL STRATEGIOS, LLC AND AFFORD PROTECTION OF PERSONAL ASSETS. AND USED IN ADVERTISING. - TIME SPENT 1% - READING, PA. 5. 12/11/2019 - No Business Name - Not Investment Related - Shillington, PA 19607 - Real Estate Rental - Start Date: 12/11/2019 - 1 Hour Per Month/0 Hours During Securities Trading. 6. 02/02/2023 - NRA INSTRUCTOR - Not Investment Related - 2807 PERKIOMEN AVE, READING PA, 19606 and 2 CARAMIST DRIVE, SINKING SPRING, PA 19608 - Outside/W-2 Employment - Instructor - Start Date: 03/01/2023 - 8 Hours Per month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1984-08-18 |
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