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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-29 |
Branch Locations
1660 Long Run Rd, Schuylkill Haven, PA 17972 • United States
1001 James Dr, Ste B32, Leesport, PA 19533 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Allentown | PA | 05/2015 | 03/2017 |
| Mml Investors Services, Llc | Leesport | PA | 03/2017 | 05/2025 |
| Mass Mutual Life Insurance Company | Leesport | PA | 07/2016 | Present |
| Lpl Financial Llc | Leesport | PA | 05/2025 | Present |
1. Start Date: 06/01/2025 - N/A - Non-Variable Insurance - Investment Related - Leesport, PA 19533 - 8 Hrs/Mth - 0 Hrs During Trading. - Time Spent: 5 2. Start Date: 05/29/2025 - Capacity Financial Planning & Investments - DBA for LPL Business (entity for LPL business) - Investment Related - Leesport, PA 19533 - 160 Hrs/Mth - 8 Hrs During Trading. - Time Spent: 90
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-28 |
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