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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-29 |
Branch Locations
351 S. 7Th Street, Akron, PA 17501 • United States
3190 Lititz Pike, Lititz, PA 17543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ephrata National Bank | Ephrata | PA | 06/2016 | 05/2019 |
| Student | Kutztown | PA | 01/2018 | 12/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2019 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Lancaster | PA | 09/2019 | 12/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2020 | 11/2020 |
| Lpl Financial Llc | Akron | PA | 02/2021 | Present |
| Ephrata National Bank | Akron | PA | 02/2021 | Present |
1) 2/5/2021- ENB Investment Service- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)-100% 2)2/5/2021- EPHRATA NATIONAL BANK- Financial Institution Duty-Financial Service Sales Assistant- Inv. Related- Akron, PA- 160hrs/mth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-06 |
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