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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-03-10 |
| TX | RA | APPROVED | 2021-03-10 |
Branch Locations
420 Fort Duquesne Blvd One Gateway Center, Ste 2000, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Pittsburgh | PA | 12/2015 | 03/2021 |
| Lpl Financial, Llc | Pittsburgh | PA | 03/2021 | Present |
1. 03/10/2021 - DBA for LPL Business (entity for LPL business) - THE MONTEVERDE GROUP - Investment Related - 100% - Pittsburgh, PA 15222 2. 11/03/2021 - The Monteverde Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date: 03/10/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 3. 09/19/2025 - Non-Variable Insurance- Investment Related - At Reported Business Location(s) - Start Date: 09/15/2025 - 5 Hours Per Month/5 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-12 |
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