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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culbertson Financial Services | Boalsburg | PA | 01/2002 | Present |
| Lpl Financial, Llc | Boalsburg | MA | 09/2009 | Present |
1. 01/22/10 - CULBERTSON FINANCIAL SERVICES,NON-VARIABLE INSURANCE DBA, INDEPENDENT BROKER FOR CULBERTSON FINANCIAL SERVICES, 40% OF TIME SPENT. 2. 05/02/2016 * Ritter Insurance Marketing * Non-Variable Insurance * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/01/2015 * 15 HRS/MO; 12 HRS DURING SECS TRDG HRS. 3. 1/31/2018 - Haines Township, Centre County, PA - Not Investment Related - Haines Township, 153 S. Rachels Way, Aaronsburg, PA 16820 - Non-Profit Board Member - Township Supervisor/Chairman - Started 08/01/2003 - 8 Hours Per Month/0 HoursDuring Securities Trading - Elected Township Supervisor for Haines Township, Centre County, PA. Chairman of the three member board that develops and manages ordinances and resolutions, and oversees employees responsible for road maintenance. 4. 03/31/2022 - Neishloss & Fleming LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Writing Agent- Start Date - 10/01/2021 - 15 Hours Per Month/ 12 Hours During Securities Trading. 5. 08/30/2022 - Culbertson Financial Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 08/26/2022 - 170 Hours Per Month/170 Hours During Securities Trading 6. 12/30/2025 - Penns Valley FFA Alumni and Sopporters Association - Non-Profit Board Member - Secretary - Spring Mills, PA - Start Date 11/01/2025 - 1 hour per month
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-07 |
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