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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-05-14 |
Branch Locations
2055 S Queen St., York, PA 17403 • United States
1201 Agora Dr., Bel Air, MD 21015 • United States
1401 West Market St., York, PA 17404 • United States
221 South Main St., Bel Air, MD 21014 • United States
1 Boxridge Drive, Abington, MD 21009 • United States
425 Loucks Rd., York, PA 17404 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Bel Air | MD | 11/2016 | Present |
| On The Border | Canton | MD | 11/2014 | 11/2016 |
| Lpl Financial | Bel Air | MD | 02/2023 | Present |
1) 11/2024 - M&T Bank / Assistant Vice President / Financial Institution Duty / Inv. Related / Bel Air Md, 21014 / Start date 11/29/2024 - 40 Hrs per month 2) 11/2024 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name M&T Financial Services / Investment related - At reported business location(s) 3) 02/05/2026 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name WAAM - Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-10 |
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