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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wayne | PA | 04/2017 | Present |
| The Hertz Corporation | Philadelphia | PA | 05/2014 | 04/2017 |
| Bank Of America, N.A. | Wayne | PA | 10/2017 | Present |
| Pruco Securities Llc | Warrington | PA | 05/2023 | 11/2024 |
| Unemployed | Philadelphia | PA | 11/2022 | 04/2023 |
| The Prudential Insurance Company Of America | Warrington | PA | 05/2023 | Present |
| Lpl Enterprise, Llc | Warrington | PA | 11/2024 | Present |
I*893284 For profit or not for profit: Entity For Profit Name of outside business organization: MAT TIA PET DEPOT LLC Investment related: N Address of business: Philadelphia, Pennsylvania, 19145 Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/13/2021 Number of hours devoted: 0 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: No activity is currently being conducted under the LLC RENTAL PROPERTY 2 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: Philadelphia, PA, Philadelphia PA 19145, United States DESCRIPTION: Owner of rental property currently rented out. RENTAL PROPERTY 1 POSITION: Owner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2022 ADDRESS: Philadelphia, PA, Philadelphia PA 19145, United States DESCRIPTION: Owner of rental property currently rented out. MAT TIA PET DEPOT, LLC POSITION: Owner NATURE: Retail Sales INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 05/13/2021 ADDRESS: Philadelphia, PA, Philadelphia PA 19145, United States DESCRIPTION: The LLC was created for tax purposes in conjunction with selling products on Walmart's marketplace. No longer involved in the activity however still have the LLC for tax purposes. PRICELESS PAINTING LLC POSITION: Owner NATURE: Construction INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2023 ADDRESS: Philadelphia, PA, Philadelphia PA 19145, United States DESCRIPTION: Owner/Investor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-20 |
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