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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-31 |
Branch Locations
2605 Nicholson Rd Ste 2301, Sewickley, PA 15143 • United States
4707 Executive Dr, San Diego, CA 92121-3091 • United States
2611 Nicholson Rd, Building I, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Pittsburgh | PA | 03/2014 | 09/2016 |
| Pnc Bank | Pittsburgh | PA | 03/2014 | 09/2016 |
| Pnc Investments, Llc | Pittsburgh | PA | 09/2016 | 08/2019 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2019 | 10/2024 |
| Benchmark Financial Advisors | Sewickley | PA | 08/2019 | 10/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 10/2024 |
| Lpl Financial Llc | Sewickley | PA | 10/2024 | Present |
1) 10/2024 - Compass Wealth Management / Compass Wealth Management / Inv. Related / Sewickley, PA 15143 / Start date 10/31/2024 - 160 Hrs - 100 Time Spent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-15 |
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