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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-29 |
| PA | RA | APPROVED | 2015-11-17 |
Branch Locations
1456 Lake Ariel Hwy, Lake Ariel, PA 18436 • United States
575 Easton Turnpike, Hamlin, PA 18427 • United States
1197 Mount Cobb Road, Jefferson Twp, PA 18436 • United States
801 South Main Street, Taylor, PA 18517 • United States
214 West Hartford Street, Milford, PA 18337 • United States
1008 Main St, Newfoundland, PA 18445 • United States
1079 Route 390, Mountainhome, PA 18342 • United States
5009 Windsor Dr., Bartonville, PA 18321 • United States
207 State Route 435, Elmhurst Township, PA 18444 • United States
114 Village Center Drive, Lords Valley, PA 18428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Shavertown | PA | 11/2013 | Present |
| Nbt Bank | Shavertown | PA | 11/2013 | Present |
1. 11/14/2013: NON-VARIABLE INSURANCE - COLONIAL FINANCIAL SERVICES - AGENT - LTC, DISABILITY/ACCIDENT & HEALTH, LIFE. - TIME SPENT 15% - SHAVERTOWN, PA. 2. 11/14/2013: REAL ESTATE RENTAL - OWNER - LANDLORD - TIME SPENT 5% - CLARKS SUMMIT, PA. 3. 7/3/2014: NON-VARIABLE INSURANCE - NBT INSURANCE AGENCY, LLC - 10 HOURS PER MONTH DURING TRADING - SHAVERTOWN, PA. 4. 05/02/2019 - NBT INVESTMENT SERVICES - Investment related - At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date:5/2/2019. 5. 10/22/2025- Abington Kids Creative Learning Center, Inc.- Business Owner- INV Related- At Clarks Green, PA- Start date 04/01/2015- 10 Hours Per Month 6. 10/23/2025- RMN Family Holdings, LLC- Real Estate Rental- INV Related- At Dalton, PA- Start date 02/28/2025
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-10 |
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