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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-22 |
Branch Locations
409 Market Street, Lewisburg, PA 17837 • United States
315 East Chestnut Street, Mifflinburg, PA 17844 • United States
405 River Avenue, Williamsport, PA 17701 • United States
33 South Front Street, Milton, PA 17847 • United States
1071 N Susquehanna Trl, Selinsgrove, PA 17870 • United States
1143 North 4Th Street, Sunbury, PA 17801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities | Berwick | PA | 09/2012 | Present |
| M&T Bank | Berwick | PA | 10/2011 | Present |
| Lpl Financial Llc | Shamokin | PA | 06/2021 | Present |
1. 04/27/2021 - M&T Bank - Financial Institution Duty - Sr. Relationship Banker - Investment Related - At Reported Business Location(s) - Start Date 6/10/2021 - 150 Hours Per Month/ 7.5 Hours During Trading 2. 11/08/2023 - M&T Financial Services - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 04/27/2021 - 10 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-29 |
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