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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-03 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
859 East Pittsburgh Street, Greensburg, PA 15601 • United States
859 East Pittsburgh Street, Greensburg, PA 15601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Institutions, Inc | Meriden | CT | 01/2016 | 02/2025 |
| Wells Fargo Clearing Services, Llc | Allentown | PA | 01/2017 | 01/2017 |
| Somerset Trust Company | Greensburg | PA | 02/2025 | Present |
| Lpl Financial Llc | Greensburg | PA | 02/2025 | Present |
1 - 12/2024 - Somerset Trust Company - Financial Institution Duty - Trust company and Brokerage - Inv Related - 80 Hours/Month - 4 Hours During Trading - PA 15501 - OBA Start Date: 11/01/2020. 2 - 12/2024 - STC Advisors - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hours/Month - 40 Hours During Trading - At reported business location(s). 3 - 12/2024 - Jason Yuhas - Artist/Musician - Not Inv Related - 10 Hours/Month - PA 15601- OBA Start Date: 09/01/1992.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-31 |
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