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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-15 |
| PA | RA | APPROVED | 2025-05-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robinson Dept Of Public Works | Coraopolis | PA | 06/2016 | 08/2017 |
| Aerotek | Pittsburgh | PA | 05/2019 | 08/2019 |
| University Of Dayton | Dayton | OH | 08/2016 | 05/2020 |
| Federated Hermes, Inc. | Pittsburgh | PA | 06/2020 | 09/2022 |
| Federated Securities Corp. | Pittsburgh | PA | 06/2020 | 09/2022 |
| Federated Investment Counseling | Pittsburgh | PA | 08/2020 | 09/2022 |
| Federated Global Investment Management Corp. | New York | NY | 08/2020 | 09/2022 |
| Mdt Advisers, A Division Of Federated Mdta Llc | Boston | MA | 08/2020 | 09/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 09/2022 | 05/2025 |
| Lpl Financial Llc | Kettering | OH | 05/2025 | Present |
1. 05/15/2025- The Investment Center at MyUSA- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 05/16/2025- 160 Hours Per Month- 160 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-26 |
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