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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2009-09-08
  • PA RA
    APPROVED
    Since 2009-09-08

Branch Locations

105 W. Main St., Boalsburg, PA 16827 • United States

State College, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Boalsburg PA 09/2009 Present
Previous Registrations
  • 2008-04-03 → 2009-09-08
    Mutual Service Corporation
    State College, PA
    West Palm Beach, FL
    Boalsburg, PA
  • 2007-01-03 → 2008-04-14
    First Allied Advisory Services, Inc.
    Chesterfield, MO
    State College, PA
  • 2004-02-03 → 2007-01-03
    Ffp Advisory Services Inc
    State College, PA
Other Businesses

(1) 12/10/2009: Aiello & Associates, Inc. - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - 1% Time Spent - President (2) 12/10/2009: Culbertson Financial Services - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 35% Time Spent - Agent. Business development in area of individual Health, Life and disability insurance. Also Group Health, Dental, Vision, Life and Disability insurance. (3) 6/14/2021 - Culbertson Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 12/11/2009 - 10 Hours Per Month/1 Hour During Securities Trading. (4) 04/05/2022 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 04/04/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading. 5) 04/19/2022 - Crump and Alpha Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Broker - Start Date - 04/04/2022 - 1 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-08-14
S63 Uniform Securities Agent State Law Examination 1992-05-06
  • S65 Uniform Investment Adviser Law Examination
    1998-08-14
  • S63 Uniform Securities Agent State Law Examination
    1992-05-06

View on SEC IAPD

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