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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-12-06 |
| TX | RA | APPROVED | 2022-01-14 |
| OH | RA | APPROVED | 2022-01-05 |
Branch Locations
1120 W Maple St Ste B, Hartville, OH 44632 • United States
Dillsburg, PA • United States
5000 Ritter Road, Ste 202, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Hartville | OH | 08/2020 | 01/2022 |
| The York Water Company | York | PA | 07/2014 | 08/2020 |
| Lpl Financial Llc | Hartville | OH | 01/2022 | Present |
1) 12/21/2021 - Horning, Sarchione & Innerst, Private Wealth Mgmt - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 08/2020 2) 01/11/2024 - Innerst Capital Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 12/15/2023 - 160 Hours Per Month/ During Trading 3) 10/22/2024 - GeoRoJo Enterprises - Other -Rep's Business - Not Investment Related - Cumberland, PA - Start Date 09/02/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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