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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-23 |
| PA | RA | APPROVED | 2016-07-07 |
Branch Locations
150 N Washington Ave, Scranton, PA 18503 • United States
124 S Blakely St, Dunmore, PA 18512 • United States
42-48 State St., Nicholson, PA 18446 • United States
494 N . Gravel Pond Rd., Clarks Summit, PA 18411 • United States
126 Main St., Hop Bottom, PA 18824 • United States
8178 State Rte. 6, Meshoppen, PA 18630 • United States
83 East Tioga St, Tunkhannock, PA 18657 • United States
3920 West Tilghman Street, Allentown, PA 18104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peoples Security Bank & Trust | Tunkhannock | PA | 03/2015 | Present |
| Lpl Financial Llc | Tunkhannock | PA | 01/2016 | Present |
1. 01/04/2016 - Peoples Security Wealth Advisors - INV REL - AT REPORTED LOCATION - DBA for LPL Business (entity for LPL business) 2. 01/04/2016 - Peoples Security Bank and Trust - INV REL - 150 N. Washington Ave Scranton, PA 18503 - Financial Institution Duty - START 12/1/2015 - 100% TIME SPENT - Financial Advisor at PSBT 3. 02/25/2016 - Peoples National Bank - INV REL -150 N. Washington Ave. Scranton, PA 18503 - Non-Variable Insurance - START 02/23/2016 - AVP of Peoples Security Bank & Trust Company// Peoples National Bank 4. 7/23/2020 - Peoples Security Retirement Plan Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 7/16/2018 - 160 Hours Per Month/8 Hours During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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