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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Indianapolis | IN | 08/1994 | 01/2021 |
| Oneamerica Securities | Indianapolis | IN | 12/2001 | 01/2021 |
| Retirewell Administrators, Inc. | Marlton | NJ | 01/2021 | 08/2022 |
| Unemployed | Yardley | PA | 08/2022 | 11/2022 |
| Triad Advisors | Norcross | GA | 11/2022 | 07/2023 |
| Triad Hybrid Solutions | Norcross | GA | 03/2023 | 07/2023 |
| Lpl Financial, Llc | Newtown | PA | 09/2023 | Present |
| Citizens & Northern Bank | Newtown | PA | 09/2023 | Present |
| Unemployed | Yardley | PA | 07/2023 | 09/2023 |
1) 9/11/2023- C&N Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- At reported business location(s) 2) 9/13/2023- CITIZENS & NORTHERN BANK- Financial Institution Duty/Retirement Plan Service Mgr- Inv. Related- At reported business location(s)- start date 9/2023- 160hrs/mth 3) 09/15/2023 - Successor POA - Act in a Fiduciary Capacity - Investment Related - Elmira, NY - Start Date 09/11/2023
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-01 |
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