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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-11-03 |
Branch Locations
104 South Market Street, Elizabethtown, PA 17022 • United States
3621 Old Philadelphia Pike, Intercourse, PA 17534 • United States
2421 Old Philadelphia Pike, Lancaster, PA 17602 • United States
1701 Oregon Pike, Lancaster, PA 17601 • United States
4711 Horseshoe Pike, Honey Brook, PA 19344 • United States
4000 Perkiomen Ave., Reading, PA 19606 • United States
248 N Mill St., Birdsboro, PA 19508 • United States
210 East Main St, New Holland, PA 17557 • United States
1847 Columbia Ave., Lancaster, PA 17603 • United States
Sinking Spring, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | New Holland | PA | 05/2012 | 06/2021 |
| M&T Bank | New Holland | PA | 06/2011 | Present |
| Lpl Financial Llc | New Holland | PA | 06/2021 | Present |
1. 6/15/2021 - Wilmington Advisors @M&T - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-05 |
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