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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-06-28 |
| TX | RA | APPROVED | 2024-06-28 |
Branch Locations
2040 Linglestown Rd, Suite 300, Harrisburg, PA 17110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 10/2015 | 01/2020 |
| Morgan Stanley | Camp Hill | PA | 03/2020 | 06/2024 |
| Lpl Financial Llc | Fort Mill | SC | 06/2024 | Present |
1) 06/28/2024 - Appointed Judge of Elections - Lancaster Country, Various Precincts - Judge of Elections - Not Investment Related - Start Date 01/01/2017 - 2 Hours Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-30 |
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