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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-07-16 |
| TX | RA | APPROVED | 2018-07-16 |
Branch Locations
5000 Market Place Way, Enola, PA 17025 • United States
4 Market Plaza Way, Mechanicsburg, PA 17055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 10/2008 | 02/2018 |
| Members 1St Fcu | Mechanicsburg | PA | 01/2013 | Present |
| Lpl Financial Llc | Mechanicsburg | PA | 02/2018 | Present |
1. 3/19/2018 - Members 1st Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/12/2018 - 160 Hours Per Month During Securities Trading. 2. 4/10/2018 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name Members 1st Federal Credit Union - DBA: Members 1st Investment Services and Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 04/01/2018 - 160 Hours Per Month/8 Hours During Securities Trading. 3. 03/23/2022 - Steele Estate LLC - Investment Related - Business Entity For Tax/Investment Purposes Only - Start Date 6/01/15 - 0 Hour Per Month/0 Hours During Securities Trading. 4. 07/06/2026 - TST HOLDINGS LLC - Real Estate Rental - Investment Related - Mechanicsburg, PA - Start Date 06/15/2026 - 10 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-06 |
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