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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-05-18 |
Branch Locations
5500 Zuck Rd, Erie, PA 16506 • United States
728 Worth St, Corry, PA 16407 • United States
5500 Zuck Rd, Erie, PA 16506 • United States
3503 Peach St, Erie, PA 16508 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Savings Bank | Erie | PA | 12/2012 | 10/2017 |
| Northwest Advisors | Erie | PA | 01/2013 | 10/2017 |
| Cetera Investment Services Llc | St.CLoud | MN | 12/2013 | 10/2017 |
| The Prudential Insurance Company Of America | Pittsburgh | PA | 03/2018 | 08/2018 |
| Pruco Securities Llc | Pittsburgh | PA | 03/2018 | 08/2018 |
| Unemployed | Erie | PA | 10/2017 | 02/2018 |
| Pnc Investments | Erie | PA | 09/2018 | 05/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 05/2019 | 10/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 10/2020 | 05/2022 |
| Lpl Financial Llc | Erie | PA | 05/2022 | Present |
1. 05-18-2022- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Erie Advisors- Investment Related- AT Reported Business Location(s) 2. 12/22/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name CORRY ADVISORS - Investment Related- AT Reported Business Location(s) - Start Date 10/01/2025 - 6 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-05 |
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