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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-05-03 |
| TX | RA | APPROVED | 2023-05-02 |
Branch Locations
877 Bloom Rd, Danville, PA 17821 • United States
3054 N Susquehanna Trail, Shamokin Dam, PA 17876 • United States
101 Walter Dr, Lewisburg, PA 17837 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Edwardsville | PA | 05/2009 | 12/2016 |
| Ameriprise Financial Services, Inc. | Nanticoke | PA | 12/2016 | 05/2023 |
| Service 1St Federal Cu | Danville | PA | 05/2023 | Present |
| Lpl Financial | Danville | PA | 05/2023 | Present |
1) 04/2023 - Service 1st Retirement & Investment Center - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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