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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-06-17 |
| NJ | RA | APPROVED | 2022-05-18 |
Branch Locations
120 Windsor Center Dr, East Windsor, NJ 08520 • United States
315 Franklin Ave, Scranton, PA 18503 • United States
Inverness, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcgraw Fill Federal Credit Union | East Windsor | NJ | 04/2014 | 05/2019 |
| Lifecycle Financial Advisors, Llc | East Windsor | NJ | 02/2017 | 05/2019 |
| Cuna Brokerage Services Inc. | Waverly | IA | 10/2020 | 05/2022 |
| Pentagon Federal Credit Union | Windsor | NJ | 05/2019 | Present |
| Lpl Financial Llc | Scranton | PA | 05/2022 | Present |
1) 05-18-2022-PenFed CU- Investment Related - At Reported Business Location(s)- Financial Institution Duty-Manager- START DATE: 5/01/2019- 2) 05-18-2022-PenFed Wealth Management- Investment Related- At Reported Business Location(s)- DBA for LPL Business (entity for LPL business)-Employee-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-09 |
| S66 | Uniform Combined State Law Examination | 2003-08-04 |
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