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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-23 |
| TX | RA | APPROVED | 2021-09-23 |
Branch Locations
4000 Market St, Camp Hill, PA 17011 • United States
4000 Market St, Camp Hill, PA 17011 • 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 |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Camp Hill | PA | 07/1996 | 09/2021 |
| Mml Investors Services, Llc | Camp Hill | PA | 09/1996 | 09/2021 |
| Lpl Financial Llc | Camp Hill | PA | 09/2021 | Present |
1) 9/2021- Polaris Advisors LLC- DBA for LPL Business (entity for LPL business)- inv. related- Camp Hill,PA 2) 9/2021- POLARIS ADVISERS PROPERTIES LLC- Real Estate Rental- owner - inv. related- San Diego, CA- start date 1/2015- 1hr/mth 3) 9/2021 - Polaris Advisors LLC- Non-Variable Insurance- Agent selling Life, Health, LTC - inv. related- Camp Hill, PA- start date 7/2018 4) 04/27/2023 - 2JAC Holdings, LLC - Not Investment Related - Hunting land - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2023 - 0 Hours Per Month/0 Hours During Securities Trading 5) 04/15/2025 - CLB Holding LLC - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date: 03/17/2025 - CLB Holding LLC - 0 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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