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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-08-27 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Shavertown | PA | 09/2014 | 04/2020 |
| Voya Financial Advisors, Inc. | Dallas | PA | 07/2020 | 06/2021 |
| Unemployed | Shavertown | PA | 04/2020 | 07/2020 |
| The Lion Brewery | Wilkes Barre | PA | 05/2020 | 03/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 07/2025 |
| Lpl Financial | Shavertown | PA | 08/2025 | Present |
| Peoples Security Bank And Trust | Shavertown | PA | 08/2025 | Present |
1. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Peoples Security Wealth Advisors - Investment Related - At Reported Business Location (s) - Start Date - 08/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-19 |
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