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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-03-15 |
Branch Locations
7512 W Ridge Road, Fairview, PA 16415 • United States
850 Pittsburgh Ave, Erie, PA 16505 • United States
1000 Marketplace Drive, Edinboro, PA 16412 • United States
2863 W 26Th Street, Erie, PA 16506 • 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 |
|---|---|---|---|---|
| Cco Investment Services Corp | Erie | PA | 06/2012 | 03/2018 |
| Lpl Financial Llc | Erie | PA | 03/2018 | Present |
| Northwest Bank | Erie | PA | 03/2018 | Present |
1. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 2/1/2020 - 160 Hours Per Month During Securities Trading. 2. 6/12/2020 - BSMG - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/11/2020 - 2 Hours Per Month/1 Hour During Securities Trading. 3. 5/12/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-14 |
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