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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Titusville | PA | 12/2015 | 01/2018 |
| Good Life Advisors, Llc | Wyomissing | PA | 12/2015 | 01/2018 |
| Citizens Securities, Inc. | Oil City | PA | 01/2018 | 02/2020 |
| Investment Advisor Alliance | Oradell | NJ | 03/2020 | 02/2021 |
| Self | Franklin | PA | 02/2020 | Present |
| Investment Advisor Group | Hancock | NY | 02/2021 | 12/2023 |
| Cadaret Grant & Co., Inc. | Franklin | PA | 12/2023 | Present |
| Lpl Financial Llc | Franklin | PA | 07/2025 | Present |
Insurance Sales - 03/2020 to present, sole proprietorship, 1261 Elk Street, Franklin, PA, fixed annuities, investment related, 2 hours per month, 2 hours during market hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-19 |
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