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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-10-15 |
Branch Locations
2851 S. Pike Ave, Suite C, Allentown, PA 18103 • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Allentown | PA | 10/2014 | Present |
1) 10/14/2014 - MID-ATLANTIC PLANNING SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 90%/ ALLENTOWN, PA 2) 10/14/2014 - MID-ATLANTIC PLANNING SERVICES/ NON-VARIABLE INSURANCE/ 20%/ ALLENTOWN, PA 3) 12/20/2024- Mid-Atlantic Pension Specialist, Inc.- Third Party Administrator (TPA)- Not INV Related- At Reported Business Location(s)- Start date 03/07/2024- 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-05-14 |
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