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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Patton | PA | 03/2023 | 07/2025 |
| Holtz Plumbing & Heating Llc | Patton | PA | 01/2012 | Present |
| Lpl Financial Llc | Patton | PA | 07/2025 | Present |
1- 07/2025 - Ryan Holtz - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 05/01/2025 - 0 hours per month/ during trading 2- 07/2025 - Holtz Plumbing & Heating - Business Owner - Not Investment Related - Home Based - Start Date 01/01/2012 - 80 hours per month/ 40 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
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