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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-09 |
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