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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-28 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Ephrata | PA | 08/2003 | 01/2017 |
| H.D. Vest Advisory Services | Ephrata | PA | 02/2005 | 01/2017 |
| Aevidum Financial Services | Ephrata | PA | 05/2010 | Present |
| Hd Vest Insurance Agency Inc | Irving | TX | 03/2016 | 01/2017 |
| Lincoln Financial Advisors Corporation | Ephrata | PA | 01/2017 | 06/2024 |
| Lpl Financial Llc | Ephrata | PA | 06/2024 | Present |
1. 06/28/2024 - Darling Dells Tree Farm - Non-Inv Related - James Creek, PA - Business Owner - Started: 11/4/2015 - 5 Hrs/Mo; 0 Hrs During Trading. 2. 06/28/2024 - Family Forest Carbon Program - Non-Inv Related - James Creek, PA - Other - Contract with the Family Forest Carbon Program - Started: 6/28/2024 - 5% of Time Spent. 3. 06/28/2024 - Aevidum Financial Services - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 5/24/2024 - 140 Hrs/Mo; 7 Hrs During Trading. 4. 06/28/2024 - Aevidum Financial Services - Inv Related - At Reported Business Location(s) - Insurance Agency - Owner and Sales - Started: 1/1/2012 - 10 Hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-18 |
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