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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William Penn School District | Lansdowne | PA | 08/2013 | 08/2018 |
| Fidelity Investments | Villanova | PA | 04/2024 | 06/2025 |
| The Vanguard Group, Inc. | Malvern | PA | 08/2018 | 03/2024 |
| Fidelity Investments | Boston | MA | 03/2025 | 06/2025 |
| Duke And Duke Wealth Management Llc | Doylestown | PA | 07/2025 | 06/2026 |
| Franklin Mint Fcu | Paoli | PA | 07/2026 | Present |
| Lpl Financial Llc | Paoli | PA | 07/2026 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Mint Wealth Advisors - Inv Rel - At Reported Business Location (s) - Start Date : 07/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-14 |
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