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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-05-10
  • PA RA
    APPROVED
    Since 2022-05-10

Branch Locations

605 North Church Street, Mount Pleasant, PA 15666 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

133 Donohoe Rd Ste 201, Greensburg, PA 15601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saint Vincent College Latrobe PA 09/2016 05/2020
Pennsylvania Department Of Transportation Greensburg PA 06/2017 08/2017
Stone Villa Wine Cellars Acme PA 08/2017 Present
Idlewild & Soakzone Ligonier PA 06/2018 08/2018
Dollar Bank Greensburg PA 05/2019 05/2020
Professional Money Management Mount Pleasant PA 06/2020 Present
Fsc Securities Corporation Mount Pleasant PA 12/2020 10/2021
Lpl Financial Llc Fort Mill SC 10/2021 Present
  • 09/2016 → 05/2020
    Saint Vincent College
    Latrobe, PA
  • 06/2017 → 08/2017
    Pennsylvania Department Of Transportation
    Greensburg, PA
  • 08/2017 → Present
    Stone Villa Wine Cellars
    Acme, PA
  • 06/2018 → 08/2018
    Idlewild & Soakzone
    Ligonier, PA
  • 05/2019 → 05/2020
    Dollar Bank
    Greensburg, PA
  • 06/2020 → Present
    Professional Money Management
    Mount Pleasant, PA
  • 12/2020 → 10/2021
    Fsc Securities Corporation
    Mount Pleasant, PA
  • 10/2021 → Present
    Fort Mill, SC
Other Businesses

1)12/2021-PROFESSIONAL MONEY MANAGEMENT LLC- DBA for LPL Business (entity for LPL business)- inv. related- MOUNT PLEASANT PA 2) 12/2021- STONE VILLA WINE CELLARS- Outside/W-2 Employment- Bartender/Host- non-inv. related- ACME PA- 18hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2022-05-09

View on SEC IAPD

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