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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-11-17 |
Branch Locations
1817 Street Road, Bensalem, PA 19020 • United States
1111 Street Rd., Suite 100, Southampton, PA 18966 • United States
6500 Castor Avenue, Philadelphia, PA 19149 • United States
117 South 18Th St., Philadelphia, PA 19103 • United States
7121 Frankford Avenue, Philadelphia, PA 19135 • United States
6301 Woodland Avenue, Philadelphia, PA 19142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Bank | Bensalem | PA | 12/2016 | Present |
| Bob Witmer's State Farm Insurance | Quakertown | PA | 11/2009 | 12/2016 |
| Lpl Financial | Bensalem | PA | 05/2025 | Present |
1 - 04/2025 - M&T Financial Services - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 04/2025 - M&T Bank - Financial Institution Duty - Inv Related - 172 Hours/Month - 40 Hour During Trading - Bensalem PA - OBA Start Date: 12/12/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
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