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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2024 | 11/2024 |
| Northwestern Mutual | King Of Prussia | PA | 01/2024 | 05/2024 |
| Grade School | Media | PA | 08/2012 | 06/2021 |
| Kevin Phillips Construction | Downingtown | PA | 06/2021 | 08/2021 |
| Penn State | University Park | PA | 08/2021 | 05/2022 |
| Fellini Cafe Of Media | Media | PA | 05/2022 | 08/2022 |
| Student Painters | Shelby Charter Township | MI | 06/2023 | 08/2023 |
| Penn State | University Park | PA | 08/2023 | 05/2024 |
| Penn State | University Park | PA | 08/2022 | 05/2023 |
| Lpl Financial Llc | Oaks | PA | 11/2025 | Present |
| Ardent Credit Union | Oaks | PA | 11/2025 | Present |
| Penn State | University Park | PA | 08/2024 | 07/2025 |
| Unemployed | Media | PA | 07/2025 | 11/2025 |
1)10/31/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Ardent Investment and Retirement Solutions- At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-24 |
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