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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-01-13 |
| AK | RA | APPROVED | 2018-02-14 |
| CA | RA | APPROVED | 2018-02-14 |
| CO | RA | APPROVED | 2018-02-14 |
| GA | RA | APPROVED | 2018-02-14 |
| NC | RA | APPROVED | 2018-02-14 |
| PA | RA | APPROVED | 2018-02-14 |
| SD | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
| VA | RA | APPROVED | 2018-02-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Members 1St Investment Services | Palmyra | PA | 08/2013 | Present |
| Invest Financial Corporation | Tampa | FL | 08/2013 | 02/2018 |
| Lpl Financial Llc | Harrisburg | PA | 02/2018 | Present |
1. 03/13/2018 - Members 1st Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 4/10/2018 - Members 1st Federal Credit Union - DBA: Members 1st Investment Services and Wealth Management - Investment Related - At Reported Business Location(s) - 05/01/2011 - Started 04/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 3/22/2022- Chalets of Raystown - Investment Related - Huntingdon PA 16652, Hesston PA 16647, Huntingdon PA 16652, Palmyra PA 17078, Huntingdon PA 16652 - Real Estate Rental - Started 05/01/2011 - 5 Hours Per Month/0 Hours During Securities Trading. 4. 12/19/2025-Guardian Life Insurance Company-Producer-Non-Variable Insurance-Inv Related-At Enola, PA-Start date 12/16/2025-1hrs/mth-0hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-16 |
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