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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lycoming College | Williamsport | PA | 08/2010 | 10/2021 |
| Goucher College | Baltimore | MD | 10/2021 | 09/2022 |
| Leadership Baltimore County | Sparks | MD | 09/2022 | 06/2024 |
| Unemployed | Muncy | PA | 06/2024 | 10/2024 |
| Lpl Financial | Muncy | PA | 10/2024 | Present |
1)05/20/2025 - The Wealth Factory - Inv Rel - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-27 |
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