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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor First Wealth Management | Mechanicsburg | PA | 08/2025 | Present |
| Bethany Christian Services | Harrisburg | PA | 02/2025 | 08/2025 |
| Messiah University | Mechanicsburg | PA | 08/2022 | 12/2024 |
| Covenant College | Lookout Mountain | GA | 08/2021 | 08/2022 |
| Northern York County School District | Dillsburg | PA | 08/2008 | 06/2021 |
| Lpl Financial | Mechanicsburg | PA | 08/2025 | Present |
1. 04/2026 - Investor First Wealth Management LLC - DBA for LPL Business (entity for LPL business) - Inv Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 5/1/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-20 |
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