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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-17 |
| TX | RA | APPROVED_RES | 2021-12-13 |
Branch Locations
532 Oakridge Dr, Johnstown, PA 15904 • United States
522 Central Ave, Johnstown, PA 15902 • United States
180 Beacon St, Somerset, PA 15501 • United States
1104 West High St. Unit 3, Ebensburg, PA 15931 • United States
104 College Park Plaza, Johnstown, PA 15904 • United States
Johnstown, PA • 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 | Johnstown | PA | 08/2001 | Present |
1. 8/3/2001 - Kabler/Thomas Financial Group - Investment Related - At Reported Business Location(s) - Non-Variable Insurance DBA. 2. 08/03/2001 * Outside/W-2 Employment * Pastor/minister * not inv rel 3. 09/23/2002 - INSURANCE AGENCY - INV REL - EBENSBURG INSURANCE AGENCY 4. 02/25/2003 - NON-VARIABLE INSURANCE - INV REL - SELLING LONG TERM CARE AND HEALTH INSURANCE 5. 07/19/2005 - NON-VARIABLE INSURANCE - INV REL - SELLING FIXED LIFE PRODUCTS THROUGH LINCOLN FINANCIAL GROUP DELAWARE 6. 04/02/2008 - NO BUSINESS NAME - INV REL - NON-VARIABLE INSURANCE - 1% TIME SPENT - REFERRING CLIENTS FOR THE PURCHASE OF LTC INSURANCE 7. 04/04/2014 - KABLER/THOMAS FINANCIAL GROUP, LLP - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 8. 8/25/2018 - Investing By You - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:08/01/2018 - 5 Hours Per Month/5 Hours During Trading. 9. 10/27/2023 - Kabler Financial Group, LLP - Investment Related - At Reported Business Location(s) - Start Date 10/18/2023 - 20 Hours Per Month/ 10 Hours During Trading. 10. 10/27/2023 - Chirst-Centered Investing - Investment Related - At Reported Business Location(s) - Start Date 10/18/2023 - 20 Hours Per Month/ 10 Hours During Trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-10-26 |
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