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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-06 |
Branch Locations
1935 East 3Rd St, Williamsport, PA 17701 • United States
321 York Road, Carlisle, PA 17013 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Carlisle | PA | 06/2022 | Present |
| Redd's Smokehouse Bbq | Mechanicsburg | PA | 08/2021 | 04/2022 |
| Cumberland Valley Highschool | Mechanicsburg | PA | 08/2013 | 06/2017 |
| Air Force | Middletown | PA | 09/2016 | 09/2022 |
| Harrisburg Area Community College | Harrisburg | PA | 08/2018 | 05/2020 |
| Ymca | Camp Hill | PA | 03/2019 | 11/2019 |
| Northwestern Mutual | Mechanicsburg | PA | 03/2020 | 09/2020 |
| Shippensburg University | Shippensburg | PA | 08/2020 | 05/2022 |
1- 11/14/2023 - Members 1st Investment Services and Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 175 Hours Per Month/ 130 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-03 |
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