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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-02 |
Branch Locations
2538 Willow Street Pike, Willow Street, PA 17584 • United States
377 Comet Dr, Millersville, PA 17551 • United States
1940 Quentin Rd, Lebanon, PA 17042 • United States
2050 Columbia Ave, Lancaster, PA 17603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Appletree Terrace | Dallas | PA | 05/2015 | 01/2017 |
| Grotto Pizza | Harveys Lake | PA | 05/2018 | 12/2019 |
| James Madison University | Harrisonburg | VA | 12/2019 | 05/2020 |
| Dallas High School Student | Dallas | PA | 08/2014 | 06/2018 |
| James Madison University | Harrisonburg | VA | 08/2018 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2021 | 04/2024 |
| Northwestern Mutual Investment Services Llc | Moosic | PA | 05/2022 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 04/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 06/2023 | 04/2024 |
| Members 1St Federal Credit Union | Lancaster | PA | 05/2024 | Present |
| Lpl Financial Llc | Lancaster | PA | 05/2024 | Present |
1- 05/2024 / Door Dash / Food Delivery Service / Not Investment Related / Start date: 05/01/2024 2- 07/31/2024 - Members 1st Investment Services and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 05/13/2024 - 40 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-07 |
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