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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-04 |
| PA | RA | APPROVED | 2023-02-08 |
Branch Locations
1945 Douglas Parkway, Erie, PA 16509 • United States
4525 Buffalo Road, Erie, PA 16510 • United States
4 Perry St, Union City, PA 16438 • United States
35 East Main St, North East, PA 16428 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First National Bank Of Pa | Erie | PA | 05/2015 | 07/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2015 | 07/2021 |
| Cetera Investment Advisors | Erie | PA | 09/2016 | 07/2021 |
| Pnc Investments | Erie | PA | 09/2021 | 02/2023 |
| Lpl Financial Llc | Erie | PA | 02/2023 | Present |
| Northwest Bank | Erie | PA | 02/2023 | Present |
1) 01/26/2023 - Northwest Investment Services - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location. 2) 01/29/2024 - Northwest bank - Non-Inv Related - At Reported Business Location(s) - Financial Institution Duty - Financial Advisor - Started: 2/9/2023 - 3 hrs/Mo During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-07 |
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