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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-02-14 |
| TX | RA | APPROVED_RES | 2018-02-14 |
Branch Locations
5 Tristan Dr, Dillsburg, PA 17019 • United States
350 Newberry Commons, Etters, PA 17319 • United States
325 South 10Th Street, Lemoyne, PA 17043 • United States
132 Old Yourk Rd, New Cumberland, PA 17070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Members 1St Fcu | Dillsburg | PA | 01/2013 | Present |
| Invest Financial Corporation | Tampa | FL | 03/2009 | 02/2018 |
| Lpl Financial Llc | Dillsburg | PA | 02/2018 | Present |
1. 02/14/2018 - MEMBERS 1ST INVESTMENT SERVICES - Investment Related - At Reported Business Location(s) - Financial Institution Duty - FINANCIAL ADVISOR - Start Date 2009. 2. 03/13/2018 - Members 1st Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 4/10/2018 - Members 1st Federal Credit Union - DBA: Members 1st Investment Services and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
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