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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-08-19 |
Branch Locations
1605 N. Cedar Crest Blvd. #515, Allentown, PA 18104-2312 • United States
3101 Emrick Blvd Ste 217, Bethlehem, PA 18020 • United States
Emmaus, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2020 | 08/2022 |
| Self-Employed | Fort Meade | MD | 01/2015 | 03/2020 |
| Apex Systems | Columbia | MD | 09/2017 | 08/2018 |
| Self-Employed | Bethlehem | PA | 08/2022 | 11/2022 |
| Foresight Business Solutions | Allentown | PA | 11/2022 | 08/2024 |
| Lpl Financial | Allentown | PA | 08/2024 | Present |
1- 08/2024 / One Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 11/12/2024 - Emilio J. Morrone, LLC - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date 09/03/2024 - 38 Hours Per Month/ 7 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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