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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Washington & Jefferson College | Washington | PA | 08/2016 | 05/2020 |
| Hornor Townsend And Kent, Llc | Horsham | PA | 05/2020 | 12/2024 |
| Kades-Margolis | Wayne | PA | 12/2024 | 10/2025 |
| Lpl Financial | Moon Twp | PA | 10/2025 | Present |
| J Cubed Financial Advisory Group. Inc | Moon Twp | PA | 10/2025 | Present |
1) 10/22/2025 - J Cubed Financial Advisory Group, Inc - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 10/22/2025 - Justin Baierl - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 10/2025 - 10 Hr/Mth 3) 10/22/2025 - Notary - State of PA - Inv Rel - Start: 10/2025 - 5 Hr/Mth 4) 07/10/2026 - J Cubed Wealth Management, Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date 08/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
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