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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-16 |
Branch Locations
2 Meridian Blvd Ste 102, Wyomissing, PA 19610 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nativity Bvm High School | Pottsville | PA | 08/2016 | 05/2017 |
| Lake Wynonah Pool | Auburn | PA | 05/2017 | 08/2017 |
| Pennsylvania State University | University Park | PA | 08/2017 | 05/2018 |
| Lake Wynonah Pool | Auburn | PA | 05/2018 | 07/2018 |
| Merakey | Pine Grove | PA | 07/2018 | 08/2018 |
| Pennsylvania State University | University Park | PA | 08/2018 | 05/2019 |
| Montgomery County Church Of Christ | Rockville | MD | 05/2019 | 06/2019 |
| Merakey | Pine Grove | PA | 06/2019 | 08/2019 |
| Pennsylvania State University | University Park | PA | 08/2019 | 05/2020 |
| Unemployed | Auburn | PA | 05/2020 | 06/2020 |
| Te Connectivity | Middletown | PA | 06/2020 | 08/2020 |
| Pennsylvania State University | University Park | PA | 08/2020 | 05/2021 |
| Unemployed | Auburn | PA | 05/2021 | 06/2021 |
| Te Connectivity | Berwyn | PA | 06/2021 | 12/2025 |
| Unemployed | Auburn | PA | 12/2025 | 01/2026 |
| Wbs Financial | Wyomissing | PA | 01/2026 | Present |
| Lpl Financial | Wyomissing | PA | 01/2026 | Present |
1. 04/2026 - WBS Financial - 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: 4/9/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-15 |
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