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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-04-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H. Beck, Inc. | Rockville | MD | 08/2004 | 03/2021 |
| Wenger Feeds | Rheems | PA | 01/2008 | 07/2021 |
| Grove Point Investments, Llc | Rockville | MD | 04/2021 | 05/2025 |
| Kenan Advantage Group | North Canton | OH | 07/2021 | 08/2021 |
| Wenger Feeds | Rheems | PA | 10/2021 | Present |
| Lpl Financial Llc | Elizabethtown | PA | 05/2025 | Present |
1. 05/2025- The Wenger Group- Outside/W-2 Employment- Not INV Related- At Lancaster, PA- Start date 01/24/2008- 80 Hours Per Month 2. 05/2025- TRANSPRO INSURANCE, INC- Property and Casualty- INV Related- At Reported Business Location(s)- Start date 05/01/1996- 30 Hours Per Month- 5 Hours During Trading 3. 05/2025-Solomon Becker Real Estate- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 12/04/2007- 5 Hours Per Month- 1 Hour During Trading 4. 05/2025- Insurance Trails- Non-Variable Insurance Commission Trails- INV Related- At Reported Business Location(s)- Start date 04/07/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-09-26 |
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