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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED | 2021-07-21 |
Branch Locations
135 Technology Dr Ste 318, Canonsburg, PA 15317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cal Cuthbert Pools | Belle Vernon | PA | 03/1998 | 02/2021 |
| Waddell & Reed, Inc. | Canonsburg | PA | 04/2009 | 07/2021 |
| Arms Insurance | Bethel Park | PA | 03/2010 | 07/2020 |
| Greater Rostraver Chamber Of Commerce | Belle Vernon | PA | 05/2014 | 06/2020 |
| Leadership Washington County | Charleroi | PA | 02/2015 | 12/2017 |
| Junior Achievement | Pittsburgh | PA | 01/2017 | 07/2021 |
| Educo Advisor Group, Llc | Canonsburg | PA | 08/2018 | 07/2021 |
| Fpa Of Pittsburgh | Pittsburgh | PA | 01/2019 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Washington | PA | 04/2009 | 07/2021 |
| Lpl Financial Llc | Canonsburg | PA | 07/2021 | Present |
1) 08/24/2021 - DBA for LPL Business (entity for LPL business) - Educo Advisor Group, LLC - Investment Related - Washington, PA 15301 - start date: 07/19/2018 2) 08/04/2022- College for Financial Planning (Kaplan)- Not Investment Related- Duquesne University 600 Forbes Ave Pittsburgh, PA 15282- Other - Teacher - Part-time instructor- Start Date- 08/31/2022 - 10 Hours Per Month/ 0 Hours During Securities Trading 3) 03/20/2025 - Mon Valley Alliance - Not Investment Related - Non-Profit Board Member -StMonongahela, PA - Start Date:04/29/2025 - 2 Hrs/Mth - 1 Hrs During Trading. 4) 07/22/2025 - GBU Financial Life - Non-Variable Insurance - At reported Business location(s) - Inv Rel - Start date: 07/18/2025 - 1 Hrs/Mth.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-20 |
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