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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2025-11-24 |
| PA | RA | APPROVED | 2025-11-21 |
| TX | RA | APPROVED | 2025-11-21 |
Branch Locations
4 W. Manilla Ave 2Nd Floor Suite D, Pittsburgh, PA 15220 • United States
300 Wedgewood Dr, Morgantown, WV 26505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2019 | 11/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2019 | 11/2025 |
| Oliverio's Ristorante | Morgantown | WV | 05/2013 | 05/2020 |
| Suttle & Stalnaker, Pllc | Morgantown | WV | 01/2018 | 05/2018 |
| Caldalzo Contemporary Dance Studio | Morgantown | WV | 09/2018 | 03/2020 |
| Thomas Financial, Llc | Morgantown | WV | 05/2018 | Present |
| West Virginia University | Morgantown | WV | 09/2014 | 12/2018 |
| Cambridge Investment Research | Fairfiled | IA | 11/2019 | 11/2025 |
| Cambridge Investment Research | Fairfiled | IA | 11/2019 | 06/2020 |
| Lpl Financial | Pittsburgh | PA | 11/2025 | Present |
1. 11/2025 - Thomas Financial - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 150 Hour(s) During Trading - Morgantown, WV, 26505 - OBA Start Date: 11/25/2025 2. 11/2025 - Thomas Financial Advisory Group - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 150 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 11/25/2025 3. 11/2025 - Morgan Gemondo - Non-Variable Insurance - Inv Related - 15 Hour(s)/Month - 00 Hour(s) During Trading - Pittsburgh, PA,15220 - OBA Start Date: 11/25/2025
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2019-03-07 |
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