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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-03-01 |
Branch Locations
1827 Elmira Street, Sayre, PA 18840 • United States
90 Main St # 92, Wellsboro, PA 16901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Buffalo | NY | 10/2000 | 09/2018 |
| Wheeland Lumber Company, Inc. | Liberty | PA | 10/2018 | 08/2020 |
| Citizens & Northern Bank | Wellsboro | PA | 08/2020 | Present |
| Cetera Investment Services Llc | St.CLoud | MN | 08/2020 | 03/2023 |
| Cetera Investment Advisers Llc | Wellsboro | PA | 08/2020 | 03/2023 |
| Lpl Financial Llc | Wellsboro | PA | 03/2023 | Present |
1) 3/2023- C&N Investment Services- DBA for LPL Business (entity for LPL business)- inv. related - at reported business location(s) 2) 3/2023- MassMutual - Non-Variable Insurance - Inv Rel - At Reported Business Location(s) - Start: 02/2023 - 3 Hr/Mth 3) 3/2023- C&N Bank- Financial Institution Duty / Vice President & Trust Officer - inv. related- Wellsboro, PA- start date 8/3/2020 - 80 hrs/mth 4) 3/2023- COPPERSMITH VALLEY, LLC- Business Owner/member- non-inv. related- 116 Urban Road, Liberty, PA 16930- start date 12/1/2010- 0hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-10 |
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