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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Dunmore | PA | 06/2025 | Present |
| Cadaret Grant | Dunmore | PA | 05/2025 | 07/2025 |
| Penn State University | State College/ Dunmore | PA | 08/2021 | 05/2025 |
| Assured Partners | Wilkes Barre | PA | 05/2024 | 08/2024 |
| Assured Partners | Wilkes Barre | PA | 05/2023 | 08/2023 |
| Electric City Axe Throwing | Scranton | PA | 09/2021 | 02/2023 |
| Montage Mountain | Moosic | PA | 11/2018 | 03/2022 |
| Scranton Wilkes Barre Railriders | Moosic | PA | 09/2018 | 03/2020 |
| Unemployed | Dunmore | PA | 10/2002 | 08/2018 |
1)09/09/2025 - Portanova Financial Services - Tax Prep/Accounting/CPA - Inv Rel - At Reported Business Location(s) - Start:05/18/2025 - 160 Hrs/Mth - 4 Hrs During Trading. 2) 09/09/2025 - Portanova Financial Services - Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s) - Start Date:05/18/2025 - 160 Hrs/Mth - 4 Hrs During Trading. 3)09/09/2025 - Bednarz Financial Group - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start Date:05/18/2025 - 160 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-03 |
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