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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp | Lemoyne | PA | 01/2008 | Present |
| Heritage Wealth Advisers, Llc | Lemoyne | PA | 11/2009 | Present |
| Lpl Financial Llc | Lemoyne | PA | 02/2018 | Present |
1. 02/14/2018 - HERITAGE WEALTH ADVISERS, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 120 Hours Per Month/60 Hours During Securities Trading. 2. 02/14/2018 - No Business Name - Not Investment Related - Mechanicsburg, PA - Real Estate Rental - Landlord/Owner. 3. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 80 Hours Per Month/60 Hours During Securities Trading - Long-term Care, Medicare Supplement, Life and Health, Term Life Insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-08 |
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