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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-06-05 |
Branch Locations
3250 Tillman Drive, Bensalem, PA 19053 • United States
1141 Baltimore Pike, Springfield, PA 19064 • United States
1884 S. State Road, Upper Darby, PA 19082 • United States
12377 Academy Road, Philadelphia, PA 19154 • United States
984 Second Street Pike, Richboro, PA 18954 • United States
179 Levittown Parkway, Levittown, PA 19055 • United States
1701 Market Street, Philadelphia, PA 19064 • 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 |
|---|---|---|---|---|
| Sovereign Bank | Marcus Hook | PA | 06/2007 | 05/2017 |
| Santander Securities Llc | Guaynabo | PR | 09/2012 | 05/2017 |
| Lpl Financial Llc | Trevose | PA | 06/2017 | Present |
| Trumark Financial Credit Union | Trevose | PA | 06/2017 | Present |
1- 06/02/2017 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark Financial Investor Services - Investment Related - At Reported Business Location(s) 2- 08/25/2021 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Investment Related - At Reported Business Location(s) - Start Date 08/23/2021 - 160 hours per month/ 8 hours during trading 3- 04/08/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name trumark wealth advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 40 hours per month/ during trading 4- 04/21/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Trumark wealth advisors - Investment Related - At Reported Business Location(s) - Start Date 04/12/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-03 |
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