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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culbertson Financial Services Llc | Boalsburg | PA | 03/2016 | Present |
| Uber | State College | PA | 04/2016 | 09/2019 |
| Saint Joseph Catholic Academy | Boalsburg | PA | 09/2017 | Present |
| Lpl Financial Llc | Boalsburg | PA | 02/2016 | Present |
1) 03/31/2022 - Culbertson Financial Services LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 03/01/2016 - 40 Hours Per Month/2 Hours During Securities Trading. 2) 10/28/2024 - Aiello Financial Services, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 05/20/204 - 1 Hour Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-10 |
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