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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2016 | 03/2017 |
| Northwestern Mutual Investment Services Llc | Lancaster | PA | 02/2016 | 10/2016 |
| Mass Mutual Life Insurance Co | Lancaster | PA | 04/2017 | 03/2020 |
| Mml Investors Services, Llc | Lancaster | PA | 05/2017 | 03/2020 |
| Lpl Financial, Llc | Lancaster | PA | 03/2020 | Present |
1. 3/25/2020 - LANDIS FINANCIAL ADVISORS INC - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 3/27/2020 - Landis Financial Advisors Inc - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/24/2020 - 80 Hours Per Month/70 Hours During Securities Trading - Solicitation and service of fixed insurance, including Fixed Annuities, Life Insurance, Long Term Care, Disability, Medicare Insurance. Fee based administrative services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-05 |
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