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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-02-03 |
Branch Locations
151 W Main St, Somerset, PA 15501 • United States
131 North Center Avenue, Somerset, PA 15501 • United States
210 Ohio Street, Boswell, PA 15531 • United States
2028 North Center Avenue, Somerset, PA 15501 • United States
420 Main Street, Berlin, PA 15530 • United States
1614 North Center Avenue, Somerset, PA 15501 • United States
4185 Glades Pike, Somerset, PA 15501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott, Llc | Ligonier | PA | 08/2011 | 10/2022 |
| Osaic Institutions, Inc | Meriden | CT | 10/2022 | 02/2025 |
| Somerset Trust Company | Somerset | PA | 10/2022 | Present |
| Lpl Financial Llc | Somerset | PA | 02/2025 | Present |
1-12/2024 / STC Advisors / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-14 |
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