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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Melbourne | FL | 11/2000 | 02/2018 |
| Td Ameritrade, Inc. | Melbourne | FL | 02/2018 | 09/2019 |
| Td Ameritrade Investment Management, Llc | Omaha | NE | 02/2018 | 09/2019 |
| Citizens & Northern Bank | Sayre | PA | 02/2024 | Present |
| Lpl Financial Llc | Sayre | PA | 03/2024 | Present |
| Unemployed | Sebastian | FL | 09/2019 | 06/2020 |
| Rileyo Aerospace | Sebastian | FL | 06/2020 | 06/2023 |
| Unemployed | Sebastian | FL | 06/2023 | 02/2024 |
1) 11/25/2025-C&N Investment Services-Wealth Advisor-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 04/01/2024-140hrs/mth-17hrs/mth during trading 2) 03/2024 - CITIZENS & NORTHERN BANK - Financial Institution Duty - Inv. Related - SAYRE, PA - Wealth Advisor - Start Date 02/20/2024 - 160hrs/month - 100% time spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-17 |
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