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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-06 |
| PA | RA | APPROVED | 2024-05-07 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
460 South Lewis Road Suite 101, Royersford, PA 19468 • United States
460 South Lewis Road Suite 101, Royersford, PA 19468 • United States
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 |
|---|---|---|---|---|
| National Planning Corporation | Royersford | PA | 10/2007 | 11/2017 |
| Securities America Inc. | Royersford | PA | 10/2017 | 05/2024 |
| Securities America Advisors | Royersford | PA | 10/2017 | 05/2024 |
| Lpl Financial Llc | Royersford | PA | 05/2024 | Present |
1)04/25/2024 - St. Pedro & Associates Inc. - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 05/1984 - 160 Hr/Mth 2)04/25/2024 - Pottstown Progress Group - Real Estate Rental - Co-Owner - Inv Rel - Collegeville, PA - Start: 01/2014 3)04/25/2024 - Insurance Sales - Non-Variable Insurance - Inv Rel - Royersford, PA - Start: 05/1984 - 2 Hr/Mth 4)04/25/2024 - St. Pedro Corporate Center Real Estate Rental - Co-Owner - Inv Rel - Royersford, PA - Start: 09/1986 - 1 Hr/Mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-04-28 |
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