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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-14 |
| PA | RA | APPROVED | 2019-03-15 |
Branch Locations
127 W 6Th St, Erie, PA 16501-1001 • United States
Erie, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Erie | PA | 01/2019 | Present |
| United States Army | Aberdeen Proving Ground | MD | 05/2005 | 01/2019 |
1. 7/12/2019 - US Army Reserve - Not Investment Related - 99 Soldiers Ln, Coraopolis, PA 15108 - Outside/W-2 Employment - Chief, Internal Review - Started 06/08/2019 - 20 Hours Per Month/0 Hours During Securities Trading - US Army Reserve Officer in the 316th Expeditionary Sustainment Command. 2. 1/24/2023 - Legacy Financial Consulting Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 01/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading 3. 1/24/2023 - Aflac, National life, Others - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 02/14/2022 - 2 Hours Per Month/2 Hours During Securities Trading 4. 12/06/2023 - Keystone Legacy Rentals - Investment Related - Girard, PA - Real Estate Rental - Owner - Start Date 07/01/2023 - 10 Hours Per Month/ 0 Hours During Securities Trading 5. 03/05/2025 - Momentum Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:02/28/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 6. 12/31/2025 - Momentum Insurance Services - Insurance Agency - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-15 |
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