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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-22 |
| TX | RA | APPROVED | 2024-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 02/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 02/2024 |
| Lpl Financial | Canonsburg | PA | 02/2024 | Present |
1)06/02/2023 - Benchmark Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 12/2015 - 10 Hr/Mth 2)06/02/2023 - Robert O'Korn - Non-Variable Insurance - At Reported Business Location(s) - Start: 01/2010 - 4 Hr/Mth 3)06/02/2023 - Real Estate Rental - Owner - Inv Rel - Hidden Valley, PA - Start: 01/2021 - 4 Hr/Mth 4)06/02/2023 - Ronald J. O'Korn revocable living trust - Act in a Fiduciary Capacity - Inv Rel - At Reported Business Location(s) - Start: 02/2022 - 10 Hr/Mth 5)06/02/2023 - Benchmark Lease Group LLC - Business Entity For Tax/Investment Purposes Only - Business entity for receiving fees - Non-Inv Rel - Canonsburg, PA - Start: 12/2015 - 10 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-01-30 |
| S65 | Uniform Investment Adviser Law Examination | 2004-03-02 |
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