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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-10-04 |
| PA | RA | APPROVED | 2019-10-15 |
Branch Locations
80 West Columbus Ave, Corry, PA 16407 • United States
400 Jackson Run Road, Warren, PA 16365 • United States
301 Second Avenue, Warren, PA 16365 • United States
202 East Main Street, Youngsville, PA 16371 • United States
29 S Erie St, Mayville, NY 14757-1111 • United States
301 Second Avenue, Warren, PA 16365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc | Warren | PA | 05/2016 | 12/2017 |
| Ameripirse Financial Services, Inc. | Warren | PA | 05/2016 | 11/2017 |
| Nylife Securities Llc | Pittsburgh | PA | 12/2017 | 10/2019 |
| New York Life Insurance Company | Pittsburgh | PA | 11/2017 | 10/2019 |
| Olewine Financial Group | Warren | PA | 04/2018 | 10/2019 |
| Lpl Financial Llc | Warren | PA | 10/2019 | Present |
1. 2/11/2020 - Northwest Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 02/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 5/11/2021 - Northwest Bank - Not Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 5/11/2021 - 5 Hours Per Month/0 Hours During Securities Trading - Referring to bank partners. 3. 10/08/2024 - BBG Enterprises LLC - Rep's Business - Owner - Not Investment Related - At Reported Business Location(s) - Start Date 08/01/2024 - 5 Hours Per Month/ 0 Hours during Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-02 |
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