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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-10-05 |
Branch Locations
1195 Manheim Pike, Lancaster, PA 17601 • United States
3649 E Market Street, York, PA 17402 • United States
10 South 18Th St, Columbia, PA 17512 • United States
301 Centerville Rd, Lancaster, PA 17601 • United States
10 South 18Th Street, Columbia, PA 17512 • United States
101 East Main Street, Mount Joy, PA 17552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Advisors, Inc. | York | PA | 10/2011 | 12/2018 |
| Northwest Bank (Formerly: Northwest Savings Bank) | York | PA | 02/2005 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 12/2013 | 10/2017 |
| Lpl Financial Llc | York | PA | 10/2017 | Present |
1. 10/4/2017 - Brokers Service Marketing Group (BSMG) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 01/01/2010 - 30 Hours Per Month/2 Hours During Securities Trading - Time Spent 20% - Sells: fixed insurance. 2. 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. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-03-10 |
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