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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2014-10-07
  • PA RA
    APPROVED
    Since 2014-10-07

Branch Locations

445 Washington Ave, Suite 102, Bridgeville, PA 15017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Cuddy PA 09/2014 10/2020
Lpl Financial Bridgeville PA 10/2020 Present
  • 09/2014 → 10/2020
    Lpl Financial
    Cuddy, PA
  • 10/2020 → Present
    Lpl Financial
    Bridgeville, PA
Previous Registrations
  • 2013-09-25 → 2014-10-08
    Pittsburgh, PA
  • 2010-12-21 → 2013-09-16
    Essex National Securities, Llc
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Pittsburgh, PA
    Mcmurray, PA
    Washington, PA
    Pittsburgh, PA
Other Businesses

1. 10/07/2014 - RENTAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ WILMERDING, PA 2. 10/07/2014 - MRD REALTY CAPITAL LLC/ LLC THAT HOLDS RENTAL PROPERTIES/ 1%/ BRIDGEVILLE, PA. 3. 3/10/2015: OTHER - NOTARY - START DATE=04/01/2015 - NOT INVESTMENT RELATED - 0 HOURS PER MONTH - 747 HICKORY GRADE RD., BRIDGEVILLE PA 15017. 4. 03/06/2017: No Business Name - Investment Related - Tucson, AZ - Real Estate Rental - Started 08/01/2005 - 1 Hour per Month/0 Hours During Securities Trading 5. 03/27/2024 - Independent Financial Service Group, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 20 Hours Per Month/ 16 Hours During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-12-20
S63 Uniform Securities Agent State Law Examination 2007-08-09
  • S65 Uniform Investment Adviser Law Examination
    2010-12-20
  • S63 Uniform Securities Agent State Law Examination
    2007-08-09
Other Names
  • Beth Deklewa

View on SEC IAPD

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