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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fnb Wealth Management | Johnstown | PA | 10/2006 | 05/2022 |
| Cetera Investment Advisers Llc | Johnstown | PA | 02/2014 | 04/2022 |
| Cetera Investment Services Llc | St.CLoud | MN | 02/2014 | 04/2022 |
| Mpb Wealth Management, Llc | Harrisburg | PA | 11/2022 | 03/2024 |
| Mid Penn Bank | Harrisburg | PA | 05/2022 | 11/2024 |
| Mpb Wealth Management, Llc | Harrisburg | PA | 12/2022 | 03/2024 |
| J. Alden Associates, Inc. | Wayne | PA | 03/2023 | 04/2024 |
| Lpl Financial | Somerset | PA | 11/2025 | Present |
| Somerset Trust Company | Somerset | PA | 11/2024 | Present |
1) 11/2025 - Action Accounting CPA LLC / Outside/W-2 Employment / Non Inv Related / Hollsopple PA / Start date 01/01/2018 - 25 Total Hours per month 2) 11/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name STC Advisors / Inv Related / At reported business location (s) 5 Hrs per month 3) 11/2025 - Woodstown Ventures LLC / Notary / Inv Related / Hollsopple PA / Start date 12/12/2019 - 1 Total Hours per month 4) 11/2025 - Woodstown Ventures LLC /Tax Prep/Accounting/CPA / Inv Related /Hollsopple PA Start date 01/01/2024 - 3 Total Hours per month 5) 11/2025 - Woodstown Ventures LLC / Business Owner / Non Inv Related / Hollsopple PA / Start date 09/01/2023 - 2 Total Hours per month 6) 11/2025 - Somerset Trust Company / Financial Institution Duty / Inv Related / Somerset PA / Start date 11/11/2024 - 40 Hours per month 7) 11/2025 - Stahl Mennonite Cemetery / Non-Profit Board Member / Inv Related / Johnstown PA / Start date 01/01/2020 - 1 Total Hours per month*
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-23 |
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