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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
64 Elmira Street, Troy, PA 16947 • United States
4534 Williamson Trail, Liberty, PA 16930 • United States
1085 South Main St, Mansfield, PA 16933 • United States
64 Elmira Street, Troy, PA 16947 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens & Northern Bank | Wellsboro | PA | 03/2007 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2011 | 03/2023 |
| Cetera Investment Advisers Llc | Wellsboro | PA | 01/2014 | 03/2023 |
| Lpl Financial | Wellsboro | PA | 03/2023 | Present |
1) 2023-03-01 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name. - C&N Investment Services / - DBA for LPL Business (entity for LPL business) - Y - at reported business location(s) - 2023-02-27 - hrs/mth - hrs/mth during trading 2) 2023-03-01 - Real Estate Rental - Real Estate Rental - Y - 973 Newell Rd Canton, PA 17724- 9125 Bradford County - 2023-02-27 - hrs/mth - hrs/mth during trading 3) 2023-03-01 - CITIZENS AND NOTHERN BANK - Financial Institution Duty - Y - at reported business location(s) - 2023-02-27 - 30hrs/mth - 2hrs/mth during trading 4) 2023-03-01 - MassMutual - Non-Variable Insurance - Y - at reported business location(s) - 2023-02-27 - hrs/mth - hrs/mth during trading 5) 2026-05-05 - C&N Bank - Financial Institution Duty - N - at reported business location(s) - 2026-04-03 - 40hrs/mth - 40hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-05 |
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