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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-04-18 |
Branch Locations
2700 Kelly Road Suite 100D, Warrington, PA 18976 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities/Penwood Financial Group | Allentown | PA | 09/2015 | 09/2016 |
| Axa Advisors, Llc | New York | NY | 10/2016 | 01/2017 |
| Mass Mutual | Center Valley | PA | 09/2015 | 09/2016 |
| Penn Mutual Life Insurance | Horsham | PA | 02/2017 | 09/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2017 | 09/2017 |
| Innovare Medical Media | Branchburg | NJ | 09/2017 | 10/2017 |
| Marketing Partners | Bethlehem | PA | 12/2017 | 03/2018 |
| Geisinger Health Plan | Danville | PA | 03/2018 | 08/2018 |
| Ameritas Investment Corp | Lincoln | NE | 07/2018 | 06/2019 |
| Ameritas Life Insurance Corp | Lincoln | NE | 05/2018 | 06/2019 |
| Upmc | West Reading | PA | 01/2019 | 08/2024 |
| Lehigh Valley Health Network- Populytics | Allentown | PA | 08/2018 | 01/2019 |
| Mutual Of Omaha Insurance Company | Bethlehem | PA | 08/2019 | 04/2020 |
| Mutual Of Omaha Investor Services | Bethlehem | PA | 08/2019 | 04/2020 |
| Pruco Securities Llc | Edison | NJ | 07/2020 | 03/2021 |
| The Prudential Insurance Company Of America | Edison | NJ | 08/2020 | 03/2021 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 06/2021 | 01/2022 |
| Kades-Margolis Corporation | Wayne | PA | 05/2021 | 01/2022 |
| Teachers Pension | Northampton | PA | 01/2022 | 10/2022 |
| Elevated Capital Advisors, Llc | Sandy | UT | 07/2022 | 09/2022 |
| Guardian Life Insurance Company | Lancaster | PA | 10/2022 | 03/2023 |
| Park Avenue Securities Llc | Lancaster | PA | 10/2022 | 03/2023 |
| Guardian Life Insurance Company | Allentown | PA | 02/2023 | 05/2024 |
| Park Avenue Securities Llc | Allentown | PA | 02/2023 | 05/2024 |
| Mass Mutual Life Insurance Company | Allentown | PA | 03/2015 | 04/2025 |
| Mml Investors Services Llc | Allentown | PA | 06/2024 | 04/2025 |
| Lpl Enterprise Llc | Warrington | PA | 04/2025 | Present |
| Meritain Health | Northampton | PA | 02/2025 | Present |
1. 03/27/2025 - Meritain Health - Outside/W-2 Employment - Non Inv Related - Northampton, PA - Start Date 02/10/2025 - 30hrs/MTH 2. 03/27/2025-N/A Non-Variable Insurance-Non-Variable Insurance/Insurance Agency-Inv related-At Northampton, PA-Start date 03/27/2025-160hrs/mth-160hrs/mth during trading 3) 03/27/2025-Prudential Advisors-DBA for LPL Business (entity for LPL business)-Inv Related-At reported business location(s)-Start date 03/27/2025-160hrs/mth-160hrs/mth during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-26 |
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