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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-08-24 |
| TX | RA | APPROVED_RES | 2023-08-22 |
| PA | RA | APPROVED | 2023-08-21 |
Branch Locations
1055 Lpl Way, Fort Mill, SC 29715 • United States
Berwick, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Columbia Bank And Trust Co. | Bloomsburg | PA | 01/2008 | 01/2018 |
| Lpl Financial Llc | Center Valley | PA | 05/2008 | 08/2023 |
| Private Advisor Group, Llc | Center Valley | NJ | 02/2018 | 08/2023 |
| Capital Planning Wealth Management | Center Valley | PA | 01/2018 | 08/2023 |
| Lpl Financial Llc | Berwick | PA | 08/2023 | Present |
12/12/2019 - No Business Name - Investment Related - Berwick, PA 18603 - Real Estate Rental - Started 12/09/2019 - 1 Hour Per Month/0 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-01 |
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