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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-02 |
| TX | RA | APPROVED | 2021-11-02 |
Branch Locations
55 S Main St., Chambersburg, PA 17201 • United States
13 West Main Street, Waynesboro, PA 17268 • United States
430 Stouffer Ave., Chambersburg, PA 17201 • United States
13102 Monterey Lane, Blue Ridge Summit, PA 17214 • United States
1798 Lincoln Way East, Chambersburg, PA 17201 • United States
341 East Market St., Leesburg, VA 20176 • United States
28 Walnut Bottom Rd., Shippensburg, PA 17257 • United States
860 Norland Ave, Chambersburg, PA 17201 • United States
10 North Main St., Mercersburg, PA 17236 • United States
643 East Baltimore Street, Greencastle, PA 17225 • United States
430 Stouffer Ave, Chambersburg, PA 17201 • United States
Mechanicsburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Carlisle | PA | 06/2002 | Present |
| Lpl Financial Llc | Blue Ridge Summit | PA | 06/2021 | Present |
1.03/17/2021; Praetorian Investments LLC; Real Estate Rental; Investment Related; Fayetteville,PA; Start Date 08/01/2011; 10hrs/mth; 0hrs during trading 2.04/21/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Wilmington Advisors @ M&T; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 3.07/06/2026; Symetra Advisory Board; Other; Not Investment Related; at Reported Business Location(s); Start Date 06/26/2026; 1hrs/mth; 1hrs during trading 4.08/31/2026; TBD--working name History & Scotch; Radio/ TV/ Podcast; Not Investment Related; Mechanicsburg,PA; Start Date 08/01/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-01 |
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