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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-12-03 |
Branch Locations
104 South Market Street, Elizabethtown, PA 17022 • United States
1701 Oregon Pike, Lancaster, PA 17601 • United States
1847 Columbia Ave., Lancaster, PA 17603 • United States
210 East Main St, New Holland, PA 17557 • United States
4711 Horseshoe Pike, Honey Brook, PA 19344 • United States
4000 Perkiomen Ave., Reading, PA 19606 • United States
3621 Old Philadelphia Pike, Intercourse, PA 17534 • United States
2421 Old Philadelphia Pike, Lancaster, PA 17602 • United States
248 N Mill St., Birdsboro, PA 19508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Lancaster | PA | 12/2021 | Present |
| Pheaa | Harrisburg | PA | 12/2018 | 12/2021 |
| Masonic Villages | Elizabethtown | PA | 09/2015 | 12/2018 |
| Lpl Financial | Lancaster | PA | 08/2024 | Present |
1) 08/2024 - M&T Financial Services / DBA for LPL Business (entity for LPL business) / Investment Related / At reported business location(s) 2) 08/2024 - M&T BANK / Financial Institution Duty / Relationship Banker / Inv. Related / Lancaster, PA / Start date 12/13/2021 - 160 Hrs per month -100% Time Spent 3) 01/02/2025 - M&T Bank - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start date:12/02/2024 - 200 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-02 |
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