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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Warrington | PA | 03/2023 | 02/2024 |
| Staples | Warrington | PA | 02/2023 | 10/2023 |
| Jamar | Hatfield | PA | 03/2022 | 10/2022 |
| Unemployed | Hatboro | PA | 10/2022 | 02/2023 |
| Sussman Automotive | Willow Grove | PA | 09/2020 | 01/2021 |
| Marketsource | North Wales | PA | 01/2021 | 06/2021 |
| Best Buy | North Waled | PA | 06/2021 | 03/2022 |
| Tcc Verizon | Horsham | PA | 08/2018 | 06/2020 |
| Sloane Porche-Audi | Warrington | PA | 01/2018 | 08/2018 |
| Regal Entertainment Group | Warrington | PA | 08/2015 | 11/2017 |
| Unemployed | Hatboro | PA | 11/2017 | 01/2018 |
| Unemployed | Hatboro | PA | 06/2020 | 09/2020 |
| The Prudential Insurance Company Of America | Warrington | PA | 10/2023 | 02/2024 |
| Lpl Financial Llc | Fort Washington | PA | 05/2024 | Present |
| Trumark Financial Credit Union | Fort Washington | PA | 05/2024 | Present |
1. 05/29/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name TruMark Financial Wealth Advisors - Inv Related - At Reported Business Location(s). 2. 05/29/2024 - DoorDash - Non-Inv Related - San Francisco, CA - Outside/W-2 Employment - Started: 3/1/2022 - 1 Hr/Mo; 0 Hr During Trading. 3. 11/19/2025 - Other - Twitch Streaming - Online Content Creator - Not Investment Related - Home Based - Start Date 11/01/2025 - 4 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-20 |
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