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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diamond Credit Union | Pottstown | PA | 05/2023 | Present |
| Lpl Financial Llc | Pottstown | PA | 05/2023 | Present |
| The North Face | Pottstown | PA | 05/2019 | 08/2023 |
| Boyertown Area Senior High | Boyertown | PA | 08/2017 | 05/2020 |
| Boyertown Junior High East | Gilbertsville | PA | 08/2014 | 06/2017 |
1) 11/2023 - Diamond Financial Planning - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-28 |
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