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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-05-12 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
11 Meridian Blvd, Wyomissing, PA 19610 • United States
Reading, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 08/2015 | 05/2025 |
| Cetera Investment Advisers Llc | Wyomissing | PA | 08/2015 | 05/2025 |
| Utilities Employees Credit Union | Wyomissing | PA | 01/2012 | Present |
| Lpl Financial Llc | Wyomissing | PA | 05/2025 | Present |
1. 05/12/2025 - Utilities Employees Investment Services - Investment Related - DBA for LPL Business (entity for LPL business) - At reported business location(s) - Start Date:05/12/2025 - 160 Hours/Month - 40 Hours During Trading 2. 05/12/2025 - Utilities Employees Credit Union - Investment Related - Financial Institution Duty - At reported business location(s) - Start Date: 01/23/2012 - 25 Hours/Month - 1 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-15 |
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