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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-16 |
Branch Locations
Harrisburg, PA • United States
1762 Butcher Shop Road, Mifflintown, PA 17059 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
1762 Butcher Shop Road, Mifflintown, PA 17059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Leesport | PA | 02/2015 | 02/2017 |
| Tompkins Wealth Advisors | Leesport | PA | 06/2015 | 02/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2017 | 05/2025 |
| Juniata Valley Bank | Mifflintown | PA | 02/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 05/2025 |
| Lpl Financial | Mifflintown | PA | 05/2025 | Present |
1. Start Date: 05/16/2025 - JVB Investment Services - DBA for LPL Business (entity for LPL business) - Investment Related - Mifflintown, PA 17059 - 160 Hrs/Mth - 40 Hrs During Trading. - Time Spent: 100
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-27 |
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