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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-05-13 |
| PA | RA | APPROVED | 2025-05-13 |
| TX | RA | APPROVED | 2025-05-12 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
11 Meridian Blvd, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Utilities Employees Credit Union | Lewes | DE | 03/2008 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2015 | 05/2025 |
| Cetera Investment Advisers Llc | Lewes | DE | 08/2015 | 05/2025 |
| Lpl Financial Llc | Wyomissing | PA | 05/2025 | Present |
1) 04/2025 - Utilities Employees Investment Services / Wealth Management Coordinator / Financial Institution Duty / Inv Related / Wyomissing PA 19610 - Start date 03/10/2008 - 160 Hrs per month - 10% Time Spent 2) 04/2025 - Utilities Employees Investment Services / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-09 |
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