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Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-02
  • PA RA
    APPROVED
    Since 2026-06-02

Branch Locations

4707 Executive Dr, San Diego, CA 92121-3091 • United States

423 Reuter Boulevard, Towanda, PA 18848 • United States

423 Reuter Boulevard, Towanda, PA 18848 • 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
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
  • 02/2026 → Present
    Lpl Financial
    Towanda, PA
  • 01/2026 → Present
    Citizens & Northern Bank
    Towanda, PA
  • 08/2023 → 12/2025
    Principle Enterprises
    Canton, PA
  • 02/2023 → 07/2023
    Angi Leads
    Canton, PA
  • 07/2021 → 02/2023
    Unemployed
    Canton, PA
  • 01/2004 → 07/2021
    Matthews Motor Company
    Covington, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01

View on SEC IAPD

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