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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-25 |
Branch Locations
1101 Penn Avenue, Suite A, Scranton, PA 18509 • 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 |
|---|---|---|---|---|
| Nationwide | Scranton | PA | 09/2001 | 04/2018 |
| Nationwide Advisory Services | Columbus | OH | 01/2002 | 04/2018 |
| Lpl Financial Llc | Scranton | PA | 04/2018 | Present |
1)4/24/18- Manci Agency LLC- Non-Variable Insurance - Agent for term life - Inv. Related- Scranton, PA- start date 11/15/18- 60 hrs/month- 15% 2)4/24/18- New Seasons Financial- Mortgage/Real Estate Services- Owner- Inv. Related- Scranton, PA- start date 5/1/2001- 100 hrs/month - 30% 3). 02/19/2019 - Oak & Stone Capital Advisors - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:02/12/2019 - 30 hours/mo - 30 hours during trading - Financial Advisory and Consulting Services. 4) 7/2/2020 - Oak & Stone Capital - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/30/2020 - 10 Hours Per Month During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-10 |
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