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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Andrew Hoff Agency | Royersford | PA | 11/2023 | 06/2024 |
| Upperpark High School | Pennsburg | PA | 08/2021 | 06/2025 |
| Homeschooled | Greenlane | PA | 06/2013 | 06/2021 |
| Lpl Financial | Harleysville | PA | 11/2025 | Present |
| Unemployed | Greenlane | PA | 06/2025 | 11/2025 |
1. 11/2025 - Porter and Guide Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 08 Hour(s) During Trading - At Reported business location(s) - OBA Start Date:11/13/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-25 |
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