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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-15 |
| PA | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED | 2021-06-09 |
| VA | RA | APPROVED | 2021-06-09 |
Branch Locations
1330 South Atherton Street, State College, PA 16801 • United States
150 N Radnor Chester Rd. #200, Radnor, PA 19087 • United States
State College, PA • United States
10250 Constellation Ave Ste 2800, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| M&T Securities | Philipsburg | PA | 08/2003 | Present |
| Lpl Financial Llc | Philipsburg | PA | 06/2021 | Present |
| Lpl Financial Llc | Philipsburg | PA | 06/2021 | Present |
1. 03/22/2021- STELF LLC- Real Estate Rental- INV Related- Home based Start date 09/06/2018- 1 Hour Per Month 2. 04/21/2021- DBA for LPL Business (entity for LPL business)- Wilmington Advisors @ M&T- INV Related- At STATE COLLEGE, PA 3. 01/24/2025- FLETS LLC- Real Estate Rental- INV Related- At State College, PA- Start date 01/30/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-31 |
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