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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Niagara Bank | Pittsburgh | PA | 04/2015 | 09/2016 |
| Cetera Advisor Networks Llc | El Segundo | CA | 10/2016 | 07/2024 |
| Strategic Lifestyle Advisors, Inc. | Greenville | PA | 09/2016 | 02/2017 |
| Strategic Lifestyle Advisors, Inc. | Greenville | PA | 02/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2024 |
| Lpl Financial Llc | Greenville | PA | 07/2024 | Present |
1) 07/18/2024 - Greenville Financial Consultants, Inc. - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 112 Hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
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