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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-07-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| T. Rowe Price | Owings Mills | MD | 09/2018 | 05/2024 |
| Loyola University Maryland | Baltimore | MD | 09/2014 | 05/2018 |
| Loyola University Maryland Dept. Of Recreational Sports | Baltimore | MD | 01/2015 | 05/2018 |
| Unemployed | Pittston | PA | 05/2018 | 09/2018 |
| Empower Financial Services, Inc | Greenwood Village | CO | 05/2024 | 06/2025 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 05/2024 | 06/2025 |
| Fidelity Bank | Dunmore, | PA | 06/2025 | Present |
| Lpl Fianacial | Dunmore | PA | 07/2025 | Present |
1 - 07/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Fidelity Asset Management Services - Inv Related - At reported business location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
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