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1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-07 |
Branch Locations
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701 • 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 | 07/2023 |
| Lpl Financial Llc | Mill Hall | PA | 06/2021 | 07/2023 |
| Lpl Financial Llc | Mill Hall | PA | 06/2021 | 07/2023 |
| Evergreen Wealth Solutions, Llc | Williamsport | PA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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