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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-12-23
  • PA RA
    APPROVED
    Since 2025-12-23

Branch Locations

Edinboro, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Saint John School Ashtabula OH 08/2013 05/2020
Pennwest Edinboro Edinboro PA 08/2020 05/2025
Harbor Halcyon Ashtabula OH 12/2019 06/2025
Eusga Inc. Edinboro PA 01/2025 05/2025
Riverside Brewery Cambridge Springs PA 06/2025 04/2026
Legacy Financial Consulting Services Erie PA 06/2025 04/2026
Lpl Financial Edinboro PA 06/2025 Present
  • 08/2013 → 05/2020
    Saint John School
    Ashtabula, OH
  • 08/2020 → 05/2025
    Pennwest Edinboro
    Edinboro, PA
  • 12/2019 → 06/2025
    Harbor Halcyon
    Ashtabula, OH
  • 01/2025 → 05/2025
    Eusga Inc.
    Edinboro, PA
  • 06/2025 → 04/2026
    Riverside Brewery
    Cambridge Springs, PA
  • 06/2025 → 04/2026
    Legacy Financial Consulting Services
    Erie, PA
  • 06/2025 → Present
    Lpl Financial
    Edinboro, PA
Other Businesses

1-04/2026 / DFA / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnths / 160 hrs during trading / at business location / start 04/13/2026 2-04/2026 / District FA / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnths / 160 hrs during trading / at business location / start 04/13/2026 3- 04/2026 /District Financial Advisors / DBA for LPL Business (entity for LPL business) / Investment Rltd / 160 hrs mnths / 160 hrs during trading / at business location / start 04/13/2026 4- 04/2026 / Luhta Ventures LLC / Outside/W-2 Employment / Non Investment Related / 10 hrs mnth / start 01/01/2018

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-23
  • S66 Uniform Combined State Law Examination
    2025-12-23

View on SEC IAPD

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