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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Portland | OR | 07/2020 | 10/2021 |
| U.S. Bank | Portland | OR | 10/2018 | 10/2021 |
| Sprint | Beaverton | OR | 05/2015 | 09/2018 |
| Citizens & Northern Bank | Wellsboro | PA | 12/2021 | Present |
| Lpl Financial Llc | Wellsboro | PA | 05/2025 | Present |
| Unemployed | Portland | OR | 10/2021 | 12/2021 |
1- 03/2025 / Investment products and services are offered through LPL Financial LLC using the DBA/trade name C&N Investment Services / Investment Related / at Reported Business Location(s) 2- 06/30/2026 - datson-collectables - Other - Not Investment Related - Westfield, PA - Start Date 03/01/2026 - 20 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-26 |
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