Lisa Ann Shilko

LPl Financial LLC

Mountain Top, PA

Wilkes-Barre, PA

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Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2021-11-12
PA	RA	APPROVED	2021-06-22

TX RA
APPROVED_RES

Since 2021-11-12
PA RA
APPROVED

Since 2021-06-22

Branch Locations

119 S. Mountain Blvd., Mountain Top, PA 18707 • United States

50 Laurel Mall, Hazleton, PA 18202 • United States

100 East Broad Street, Tamaqua, PA 18252 • United States

115 J Campbell Collins Dr., Wilkes-Barre, PA 18702 • United States

Bloomsburg, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M&T Securities, Inc.	Buffalo	NY	09/1987	06/2021
Lpl Financial Llc	Hazleton	PA	06/2021	Present

09/1987 → 06/2021

M&T Securities, Inc.

Buffalo, NY
06/2021 → Present

Lpl Financial Llc

Hazleton, PA

Previous Registrations

2016-06-30 → 2021-06-09

M&T Securities, Inc.

Topton, PA

Frackville, PA

Hazleton, PA

Lansford, PA

Hazleton, PA

Lehighton, PA

Tamaqua, PA

Buffalo, NY

Wilkes-Barre, PA

Williamsport, PA

Mountaintop, PA

Wilkes-Barre, PA

York, PA

Baltimore, MD

Other Businesses

5/2018 LipTech LLC 25% Owner of business.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-06-23
S63	Uniform Securities Agent State Law Examination	2001-05-07

S65 Uniform Investment Adviser Law Examination

2016-06-23
S63 Uniform Securities Agent State Law Examination

2001-05-07

View on SEC IAPD

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