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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-09 |
| NC | RA | APPROVED | 2022-06-01 |
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
1500 Elmerton Ave, Harrisburg, PA 17110 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Charlotte | NC | 05/2016 | 05/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charlotte | NC | 05/2016 | 05/2022 |
| Lpl Financial Llc | Charlotte | SC | 05/2022 | Present |
| Pennsylvania State Employees Credit Union | Charlotte | NC | 05/2022 | Present |
1) 08/09/2022- PSECU Financial-Investment Related- At Reported Business Location(s) - DBA for LPL Business (entity for LPL business)- Start Date- 05/16/2022- 160 Hours Per Month/ 7 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-22 |
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