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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-11 |
Branch Locations
2360 Whiteford Road, York, PA 17402 • United States
2420 Mt Rose Avenue, York, PA 17402 • United States
3206 Cap Horn Road, Red Lion, PA 17356 • United States
4000 Carlisle Road, Dover, PA 17315 • United States
205 Glen Dr, Manchester, PA 17345 • United States
2145 White Street, York, PA 17404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank, N.A. | Hershey | PA | 02/2016 | 10/2018 |
| Pnc Investments Llc | Pittsburgh | PA | 02/2016 | 10/2018 |
| Citizens Securities Inc. | Lititz | PA | 10/2018 | 07/2019 |
| Citizens Bank | Lititz | PA | 10/2018 | 07/2019 |
| Lpl Financial Llc | Lancaster | PA | 07/2019 | Present |
| Members 1St Federal Credit Union | Lancaster | PA | 07/2019 | Present |
1)7/9/19- Members 1st Investment Services& Wealth Management- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business locations(s) - 100% 2)7/9/19- Mass Mutual- Non-Variable Insurance/ Trails Only- Lancaster, PA- start date 6/15/2013- 0%
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-11 |
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