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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-02 |
Branch Locations
4707 Executive Dr, San Diego, CA 92121-3091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Towanda | PA | 02/2026 | Present |
| Citizens & Northern Bank | Towanda | PA | 01/2026 | Present |
| Principle Enterprises | Canton | PA | 08/2023 | 12/2025 |
| Angi Leads | Canton | PA | 02/2023 | 07/2023 |
| Unemployed | Canton | PA | 07/2021 | 02/2023 |
| Matthews Motor Company | Covington | PA | 01/2004 | 07/2021 |
1. "Investment products and services are offered through LPL Financial LLC using the DBA/trade name C&N Investment Services - Inv Rel - At Reported Business Location (s) - Start Date : 02/2026
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
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