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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-14 |
| PA | RA | APPROVED | 2018-05-01 |
Branch Locations
3101 Emrick Blvd Ste 217, Bethlehem, PA 18020 • United States
1605 N. Cedar Crest Blvd. #515, Allentown, PA 18104-2312 • United States
Nazareth, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| One Financial Services | Allentown | PA | 11/2012 | Present |
| Lpl Financial Llc | Allentown | PA | 11/2012 | Present |
1.01/03/2018; Investment products and services are offered through LPL Financial LLC using the DBA/trade name One Financial Services; Investment Related; at Reported Business Location(s); Start Date 12/21/2017; 160hrs/mth; 8hrs during trading 2.01/03/2018; ; Other - Notary; Investment Related; ; Start Date 09/14/2017; 4hrs/mth; 1hrs during trading 3.11/12/2024; Emilio J. Morrone, LLC; Tax Prep/Accounting/CPA; Investment Related; Allentown,PA; Start Date 01/01/2025; 25hrs/mth; 5hrs during trading 4.08/31/2026; Girl Scouts of Eastern PA; Non-profit volunteer (not on board); Not Investment Related; Allentown,PA; Start Date 09/20/2026; 5hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-30 |
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