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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-02-24 |
Branch Locations
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
Furlong, PA • United States
100 Witmer Rd Ste 140, Horsham, PA 19044-2648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edison | NJ | 03/2016 | 09/2017 |
| Nylife Securities Llc | Edison | NJ | 04/2016 | 09/2017 |
| Fairleigh Dickinson University | Teaneck | NJ | 09/2016 | 12/2016 |
| Massmutual | Staten Island | NY | 09/2017 | 01/2020 |
| Mml Investors Services | Staten Island | NY | 10/2017 | 01/2020 |
| Lpl Financial Llc | Horsham | PA | 02/2020 | Present |
1. 3/22/2023 - St Charles Borromeo Church - Not Investment Related - 3422 Dennison Avenue, Dexel Hill PA 19040 - Outside/W-2 Employment - Business Manager - Start Date - 10/17/2022 - 20 Hours Per Month/20 Hours During Securities Trading 2. 01/30/2024 - Our Lady of Guadalupe Church - Outside/W-2 Employment - Business Manager - Not Investment Related - 5194 Cold Spring Creamery Road, Doylestown PA - Start Date 10/16/2023 - 40 Hours Per Month/ 3 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-12 |
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